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 |
|---|---|---|
WILSON-MCSHANE CORPORATION3+ years Service code 13 · EIN 41-0956552 | Contract Administrator | $63,736 |
LANER MUCHIN3+ years Filed as: LANER, MUCHIN ET AL Service code 29 · EIN 36-3088463 | Legal | $27,321 |
BANSLEY AND KIENER, LLP3+ years Filed as: BANSLEY & KIENER, L.L.P. Service code 10 · EIN 36-2152389 | Accounting | $18,500 |
AMALGAMATED BANK3+ years Service code 28 · EIN 36-0721895 | Investment Management | $5,197 |
Participant contribution per participant 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 | $4,991 | $44,473-88.8% | $76,523-93.5% | $55,725-91.0% |
| Participation rate | 100.0% | 51.0%+49.0pp | 68.0%+32.0pp | 70.9%+29.1pp |
| Annual return | -4.66% | -2.01%-2.7pp | -0.27%-4.4pp | 244.93%-249.6pp |
| Employer contribution / active EE | $1,201 | $1,101+9.1% | $2,647-54.6% | $2,078-42.2% |
| Participant deferral / active EE | $196 | $1,988-90.1% | $3,835-94.9% | $3,356-94.2% |
| Admin fee / account holder | $159 | $134+18.5% | $4,848-96.7% | $115+37.9% |