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 |
|---|---|---|
SEI INVESTMENTS1+ years Filed as: SEI INVESTMENTS COMPANY Service code 19 · EIN 23-1707341 | Securities Custodian | $202,485 |
R. ORTIZ-MALDONADO1+ years Service code 30 · EIN 36-3707316 | Employee (plan) | $56,755 |
BANSLEY AND KIENER, LLP1+ years Service code 10 · EIN 36-2152389 | Accounting | $18,845 |
Service code 29 · EIN 36-2425981 | Legal | $18,541 |
ULLICO1+ years Filed as: THE UNION LABOR LIFE INSURANCE COMP Service code 28 · EIN 13-1423090 | Investment Management | $8,500 |
AMALGAMATED BANK1+ years Service code 19 · EIN 36-0721895 | Securities Custodian | $3,376 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,326 | $50,498+3.6% | $75,781-31.0% | $55,191-5.2% |
| Participation rate | 100.0% | 69.4%+30.6pp | 75.8%+24.2pp | 69.2%+30.8pp |
| Annual return | -0.48% | 1.80%-2.3pp | 9.68%-10.2pp | 10.78%-11.3pp |
| Employer contribution / active EE | $6,071 | $2,291+165.0% | $3,323+82.7% | $1,899+219.7% |
| Participant deferral / active EE | $0 | $2,589-100.0% | $3,651-100.0% | $3,046-100.0% |
| Admin fee / account holder | $295 | $123+139.8% | $5,299-94.4% | $91+225.1% |