See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
ROSANNE LACALAMITA4 years Service code 30 · EIN 36-3319994 | Employee (plan) | $42,244 |
VITECH SYSTEMS GROUP8+ years Filed as: VITECH SYSTEMS GROUP, INC Service code 16 · EIN 13-3785492 | Consulting | $40,822 |
MARY DELANEY CERETTO4 years Filed as: MARY CERETTO Service code 30 · EIN 36-3319994 | Employee (plan) | $38,876 |
JEFFREY HOFF4 years Service code 30 · EIN 36-3319994 | Employee (plan) | $33,642 |
LEGACY PROFESSIONALS LLP8+ years Service code 10 · EIN 32-0043599 | Accounting | $29,613 |
RIVERBRIDGE PARTNERS3 years Filed as: RIVERBRIDGE PARTNERS, LLC Service code 28 1200 IDS CENTER · MINNEAPOLIS, MN 55402 | Investment Management | $12,174 |
Filed as: WESTERN ASSET MANAGEMENT Service code 28 385 EAST COLORADO BLVD · PASADENA, CA 91101 | Investment Management | $10,208 |
Filed as: LA SALLE CONSULTING PARTNERS INC Service code 16 200 WEST MADISON ST, SUITE 940 · CHICAGO, IL 60606 | Consulting | $9,793 |
Service code 28 1330 AVENUE OF THE AMERICAS · NEW YORK, NY 10019 | Investment Management | $9,576 |
LANER MUCHIN8+ years Service code 29 · EIN 36-3088463 | Legal | $7,490 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,971 | $44,626-57.5% | $86,188-78.0% | $80,160-76.3% |
| Participation rate | 100.0% | 63.5%+36.5pp | 69.0%+31.0pp | 72.9%+27.1pp |
| Annual return | -0.31% | 19.61%-19.9pp | 1168.45%-1168.8pp | 40.38%-40.7pp |
| Employer contribution / active EE | $4,223 | $1,099+284.3% | $2,380+77.4% | $2,978+41.8% |
| Participant deferral / active EE | $0 | $2,769-100.0% | $3,985-100.0% | $5,017-100.0% |
| Admin fee / account holder | $277 | $133+108.3% | $6,852-96.0% | $145+91.4% |