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 |
|---|---|---|
NOVARA, TESIJA & CATENACCI, PLLC1+ years Filed as: NOVARA, TESIJA P.L.L.C. Service code 29 · EIN 38-3507129 | Legal | $50,050 |
COMERICA BANK1+ years Filed as: COMERICA Service code 28 · EIN 38-0477375 | Investment Management | $22,721 |
DISABATO ADVISERS, LLC1+ years Filed as: DISABATO ADVISORS LLC Service code 27 525 W. MONROE ST. SUITE #560 · CHICAGO, IL 60661 | Advisory (Plan) | $21,500 |
BENESYS, INC.1+ years Filed as: BENESYS INC. Service code 13 · EIN 38-6058023 | Contract Administrator | $17,047 |
INDEPENDENT FINANCIAL PARTNERS1+ years Filed as: SIERRA INVESTMENT PARTNERS INC. Service code 28 · EIN 68-0370668 | Investment Management | $10,928 |
STATE STREET GLOBAL ADVISORS1+ years Service code 19 · EIN 04-1867445 | Securities Custodian | $10,350 |
Service code 10 · EIN 38-2574238 | Accounting | $8,300 |
AMALGAMATED BANK1+ years Filed as: AMALGATRUST Service code 28 ONE WEST MONROE · CHICAGO, IL 606035301 | Investment Management | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,341 | $55,516-63.4% | $75,781-73.2% | $59,188-65.6% |
| Participation rate | 100.0% | 73.6%+26.4pp | 75.8%+24.2pp | 69.4%+30.6pp |
| Annual return | -5.67% | -1.89%-3.8pp | 9.68%-15.3pp | 5.51%-11.2pp |
| Employer contribution / active EE | $1,021 | $2,604-60.8% | $3,323-69.3% | $2,098-51.3% |
| Participant deferral / active EE | $116 | $2,599-95.5% | $3,651-96.8% | $3,265-96.4% |
| Admin fee / account holder | $158 | $110+43.6% | $5,299-97.0% | $92+71.3% |