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 |
|---|---|---|
MANNING & NAPIER2+ years Filed as: MANNING & NAPIER ADVISORS, LLC Service code 27 · EIN 45-3328488 | Advisory (Plan) | $93,385 |
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $52,600 |
THE SEGAL COMPANY2+ years Filed as: BUCHBINDER TUNICK & COMPANY Service code 10 · EIN 13-1578842 | Accounting | $42,500 |
DICKINSON WRIGHT PLLC2+ years Filed as: DICKINSON GROUP LLC Service code 11 · EIN 20-1241472 | Actuarial | $31,800 |
NICOLE BRAKER2+ years Filed as: NICOLE PALUMBO Service code 30 · EIN 51-0156423 | Employee (plan) | $25,325 |
MICHAEL A. JACOBSON, CPA1 year Filed as: MICHAEL A. JACOBSON CPA Service code 10 · EIN 11-2516673 | Accounting | $22,000 |
O'CONNOR & MANGAN, P.C.2+ years Service code 29 · EIN 11-2558033 | Legal | $12,701 |
AMALGAMATED BANK2+ years Filed as: AMALGAMATED BANK OF CHICAGO Service code 19 · EIN 36-0721895 | Securities Custodian | $11,237 |
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.
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 | $35,636-100.0% | $115,939-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 1.8%-1.8pp |
| Annual return | 4.29% | 4.82%-0.5pp | 3.97%+0.3pp | 7.18%-2.9pp |
| Employer contribution / active EE | $3,771 | $12,725-70.4% | $28,168-86.6% | $13,095-71.2% |
| Participant deferral / active EE | $0 | $526-100.0% | $274-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $12,837-100.0% | $362-100.0% |