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 | $64,235 |
UFCW LOCAL 15002 years Service code 49 · EIN 13-5342295 | Other Services | $17,706 |
THE SEGAL COMPANY4 years Filed as: SEGAL COMPANY Service code 17 · EIN 13-1835864 | Pension Consulting | $11,000 |
BERDON LLP4 years Service code 10 · EIN 13-0485070 | Accounting | $10,825 |
COLLERAN, O'HARA & MILLS LLP5 years Service code 29 · EIN 11-2940050 | Legal | $7,268 |
Service code 49 · EIN 11-2569806 | Other Services | $6,000 |
STEPVISUAL COMMUNICATION1 year Service code 36 38 LAWRIDGE DRIVE · RYE BROOK, NY 10573 | Other services; Copying and duplicating | $5,219 |
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 | $1,616 | $47,634-96.6% | $90,404-98.2% | $90,288-98.2% |
| Participation rate | 100.0% | 67.5%+32.5pp | 72.7%+27.3pp | 73.4%+26.6pp |
| Annual return | 8.03% | 19.61%-11.6pp | 1293.02%-1285.0pp | 53.97%-45.9pp |
| Employer contribution / active EE | $1,173 | $1,749-32.9% | $3,262-64.0% | $2,524-53.5% |
| Participant deferral / active EE | $0 | $2,824-100.0% | $3,963-100.0% | $4,232-100.0% |
| Admin fee / account holder | $56 | $106-47.0% | $5,611-99.0% | $114-50.7% |