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 INVESTMENTS2 years Filed as: SEI INVESTMENT COMPANY Service code 19 · EIN 23-1707341 | Securities Custodian | $299,827 |
R. ORTIZ-MALDONADO4+ years Service code 30 · EIN 36-3707316 | Employee (plan) | $64,845 |
A. WYDRA2 years Service code 14 · EIN 36-3707316 | Plan Administrator | $26,851 |
BANSLEY AND KIENER, LLP2 years Filed as: BANSLEY AND KIENER L.L.P. Service code 10 · EIN 36-2152389 | Accounting | $16,500 |
Service code 29 · EIN 36-2425981 | Legal | $9,339 |
GREGORIO MARCO2 years Filed as: GREGORIO & MARCO LTD. Service code 10 · EIN 36-4028033 | Accounting | $5,563 |
AMALGAMATED BANK4+ years Service code 19 · EIN 36-0721895 | Securities Custodian | $3,484 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,066 | $56,443+13.5% | $83,848-23.6% | $55,725+15.0% |
| Participation rate | 100.0% | 72.0%+28.0pp | 76.1%+23.9pp | 70.9%+29.1pp |
| Annual return | -5.32% | 393.67%-399.0pp | 850.88%-856.2pp | 244.93%-250.3pp |
| Employer contribution / active EE | $9,756 | $2,682+263.8% | $3,631+168.7% | $2,078+369.5% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,082-100.0% | $3,356-100.0% |
| Admin fee / account holder | $336 | $156+114.8% | $5,478-93.9% | $115+191.4% |