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 8-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 |
|---|---|---|
WILSON-MCSHANE CORPORATION2+ years Service code 10 · EIN 41-0956552 | Accounting | $120,600 |
WESTFIELD CAPITAL MANAGEMENT2+ years Service code 28 1 FINANCIAL CENTER · BOSTON, MA 02111 | Investment Management | $105,361 |
BECKER CAPITAL MANAGEMENT2+ years Service code 28 1211 SE 5TH AVE · PORTLAND, OR 97204 | Investment Management | $87,077 |
ARNOLD & KADJAN2+ years Filed as: ARNOLD, NEWBOLD, WINTER & JACKSON Service code 29 · EIN 43-1174269 | Legal | $85,449 |
INVESCO2+ years Service code 28 · EIN 58-1707262 | Investment Management | $43,988 |
CONSTRUCTION BENEFITS AUDIT CORP2+ years Filed as: CONSTRUCTION BENEFIT AUDIT CORP Service code 10 · EIN 43-1244218 | Accounting | $42,537 |
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $40,000 |
BENESYS, INC.2+ years Filed as: UNITED ACTUARIAL SERVICES, INC. Service code 11 · EIN 35-2156428 | Actuarial | $38,790 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BANK OF LABOR Service code 19 · EIN 39-6037917 | Securities Custodian | $20,548 |
SUMMERS, SPENCER & COMPANY PA2+ years Service code 10 · EIN 48-0969601 | Accounting | $20,465 |
See 1 actuary disclosure. $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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $90,272-100.0% | $184,886-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 1.9%-1.9pp |
| Annual return | 10.14% | 11.78%-1.6pp | 8.32%+1.8pp | 23.90%-13.8pp |
| Employer contribution / active EE | $11,158 | $11,309-1.3% | $30,793-63.8% | $16,539-32.5% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $337-100.0% | $2,802-100.0% | $18,975-100.0% |