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 CORPORATION7+ years Service code 13 · EIN 41-0956552 | Contract Administrator | $70,278 |
BANSLEY AND KIENER, LLP7+ years Filed as: BANSLEY & KIENER, L.L.P. Service code 10 · EIN 36-2152389 | Accounting | $33,333 |
LANER MUCHIN7+ years Filed as: LANER, MUCHIN ET AL Service code 29 · EIN 36-3088463 | Legal | $13,993 |
AMALGAMATED BANK7+ years Service code 28 · EIN 36-0721895 | Investment Management | $12,900 |
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 | $5,750 | $37,317-84.6% | $77,024-92.5% | $77,904-92.6% |
| Participation rate | 100.0% | 46.9%+53.1pp | 67.9%+32.1pp | 73.7%+26.3pp |
| Annual return | -12.54% | -5.88%-6.7pp | 42.32%-54.9pp | 12.21%-24.7pp |
| Employer contribution / active EE | $889 | $1,218-27.0% | $2,812-68.4% | $2,848-68.8% |
| Participant deferral / active EE | $238 | $2,564-90.7% | $4,426-94.6% | $4,806-95.0% |
| Admin fee / account holder | $87 | $126-31.0% | $5,425-98.4% | $133-34.6% |