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 |
|---|---|---|
BENESYS, INC.9 years Filed as: BENESYS ADMINISTRATORS Service code 13 · EIN 38-2383171 | Contract Administrator | $397,488 |
ASB CAPITAL MANAGEMENT10+ years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0618452 | Investment Management | $269,813 |
MEKETA INVESTMENT GROUP8 years Filed as: MEKETA INVESTMENT GROUP, INC. Service code 17 · EIN 04-2659023 | Pension Consulting | $156,408 |
KANYE ANDERSON1 year Filed as: KANYE ANDERSON RUDNICK Service code 28 · EIN 95-4575414 | Investment Management | $135,656 |
CHEIRON1 year Filed as: CHERION, INC. Service code 11 · EIN 13-4215617 | Actuarial | $115,697 |
WITHUMSMITH+BROWN, PC1 year Filed as: WITHUMSMITH&BROWN, PC Service code 10 · EIN 22-2027092 | Accounting | $89,794 |
KRAW LAW GROUP9 years Filed as: KRAW LAW GROUP, APC Service code 29 · EIN 32-0465891 | Legal | $87,522 |
SMART SOURCE LLC4 years Service code 36 · EIN 30-0830429 | Copying and duplicating; Direct payme... | $83,429 |
Filed as: WASHINGTON CAPITAL Service code 28 · EIN 91-1042342 | Investment Management | $70,800 |
AMALGAMATED BANK10+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $69,164 |
See 1 actuary disclosure. $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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 6.66% | 10.33%-3.7pp | 8.09%-1.4pp | 9.30%-2.6pp |
| Employer contribution / active EE | $7,057 | $14,972-52.9% | $28,732-75.4% | $12,557-43.8% |
| Participant deferral / active EE | $0 | $252-100.0% | $7-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |