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 |
|---|---|---|
Filed as: ARIA EMPLOYEE BENEFIT SERVICES Service code 13 · EIN 46-0666987 | Contract Administrator | $49,032 |
UFCW LOCAL 15001 year Service code 49 · EIN 13-5342295 | Other Services | $21,047 |
THE SEGAL COMPANY3 years Filed as: SEGAL COMPANY Service code 17 · EIN 13-1835864 | Pension Consulting | $11,000 |
BERDON LLP3 years Service code 10 · EIN 13-0485070 | Accounting | $7,500 |
Service code 49 · EIN 11-2569806 | Other Services | $6,000 |
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 | $1,871 | $54,237-96.6% | $90,281-97.9% | $67,579-97.2% |
| Participation rate | 100.0% | 68.6%+31.4pp | 73.3%+26.7pp | 71.3%+28.7pp |
| Annual return | 5.04% | 37.27%-32.2pp | 78.10%-73.1pp | 378.56%-373.5pp |
| Employer contribution / active EE | $869 | $1,846-52.9% | $2,854-69.6% | $2,148-59.5% |
| Participant deferral / active EE | $0 | $2,625-100.0% | $3,885-100.0% | $3,539-100.0% |
| Admin fee / account holder | $94 | $123-24.2% | $5,351-98.3% | $142-34.3% |