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 |
|---|---|---|
PEOPLES UNITED BANK3+ years Service code 19 · EIN 06-1213065 | Securities Custodian | $150,981 |
CHEIRON3+ years Service code 11 · EIN 13-4215617 | Actuarial | $100,816 |
MANZI & ASSOCIATES, LLC3+ years Filed as: MANZI & ASSOCIATES LLC Service code 10 · EIN 04-3508036 | Accounting | $39,634 |
EMPLOYEE FIDUCIARY, LLC3+ years Filed as: EMPLOYEE A Service code 30 · EIN 45-4227067 | Direct payment from the plan; Employe... | $32,331 |
EMPLOYEE FIDUCIARY, LLC3+ years Filed as: EMPLOYEE B Service code 30 · EIN 45-4227067 | Employee (plan); Direct payment from ... | $26,583 |
Filed as: MCCRACKEN, STEMERMAN & HOLSBERRY,LL Service code 23 · EIN 94-1709555 | Direct payment from the plan; Insuran... | $24,505 |
FOLEY HOAG LLP3+ years Service code 23 · EIN 04-2150535 | Direct payment from the plan; Insuran... | $23,889 |
EMPLOYEE FIDUCIARY, LLC3+ years Filed as: EMPLOYEE D Service code 30 · EIN 45-4227067 | Direct payment from the plan; Employe... | $16,666 |
EMPLOYEE FIDUCIARY, LLC3+ years Filed as: EMPLOYEE C Service code 30 · EIN 45-4227067 | Direct payment from the plan; Employe... | $14,093 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $42,250-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 18.8%-18.8pp | 0.0%0pp |
| Annual return | 6.91% | 17.84%-10.9pp | 7.25%-0.3pp | 17.84%-10.9pp |
| Employer contribution / active EE | $2,584 | $14,688-82.4% | $33,137-92.2% | $14,688-82.4% |
| Participant deferral / active EE | $0 | $770-100.0% | $13-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $159-100.0% | - |