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 CORPORATION9+ years Service code 13 · EIN 41-0956552 | Contract Administrator | $76,434 |
LEGACY PROFESSIONALS LLP2 years Service code 10 · EIN 32-0043599 | Accounting | $45,174 |
LANER MUCHIN2 years Filed as: LANER MUCHIN LTD Service code 29 · EIN 36-3088463 | Legal | $21,701 |
AMALGAMATED BANK9+ years Service code 15 · EIN 36-0721895 | Recordkeeping | $12,946 |
TERRY TOWNES1 year Service code 20 · EIN 46-7241306 | Trustee (individual) | $6,045 |
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 | $7,631 | $44,897-83.0% | $84,966-91.0% | $199,593-96.2% |
| Participation rate | 100.0% | 45.7%+54.3pp | 67.5%+32.5pp | 72.0%+28.0pp |
| Annual return | 12.62% | 20.96%-8.3pp | 66.38%-53.8pp | 34.25%-21.6pp |
| Employer contribution / active EE | $1,378 | $1,365+0.9% | $2,727-49.5% | $3,034-54.6% |
| Participant deferral / active EE | $339 | $2,668-87.3% | $4,519-92.5% | $5,087-93.3% |
| Admin fee / account holder | $97 | $584-83.4% | $6,149-98.4% | $269-63.9% |