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 CORPORATION10+ years Service code 13 · EIN 41-0956552 | Contract Administrator | $79,200 |
LEGACY PROFESSIONALS LLP3 years Service code 10 · EIN 32-0043599 | Accounting | $43,957 |
LANER MUCHIN3 years Filed as: LANER MUCHIN LTD Service code 29 · EIN 36-3088463 | Legal | $31,817 |
AMALGAMATED BANK10+ years Service code 19 · EIN 36-0721895 | Securities Custodian | $7,647 |
MARQUETTE ASSOCIATES1 year Filed as: MARQUETTE ASSOCIATES INC. Service code 27 · EIN 36-3485298 | Advisory (Plan) | $5,346 |
Annual investment return 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 | $7,608 | $52,224-85.4% | $88,946-91.4% | $102,872-92.6% |
| Participation rate | 100.0% | 40.8%+59.2pp | 68.8%+31.2pp | 73.0%+27.0pp |
| Annual return | 7.96% | 16.96%-9.0pp | 57.82%-49.9pp | 19.06%-11.1pp |
| Employer contribution / active EE | $1,143 | $1,241-7.9% | $2,555-55.3% | $3,526-67.6% |
| Participant deferral / active EE | $277 | $2,611-89.4% | $4,581-94.0% | $5,535-95.0% |
| Admin fee / account holder | $90 | $1,723-94.8% | $8,261-98.9% | $292-69.3% |