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 |
|---|---|---|
STACEY BRAUN ASSOCIATES, INC.2+ years Filed as: STACEY BRAUN ASSOCIATES Service code 28 · EIN 13-2889432 | Investment Management | $109,031 |
Filed as: ZENITH AMERICAN SOLUTIONS, INC. Service code 13 · EIN 25-1696740 | Contract Administrator | $105,372 |
WRIGHT INVESTORS SERVICE2+ years Filed as: WRIGHT INVESTORS Service code 28 · EIN 06-1444342 | Investment Management | $74,145 |
THE SEGAL COMPANY2+ years Filed as: SEGAL COMPANY Service code 11 · EIN 13-1835864 | Actuarial | $62,470 |
BELFINT, LYONS & SHUMAN, P.A.2+ years Service code 10 · EIN 51-0232399 | Accounting | $39,265 |
MARKOWITZ & RICHMAN2+ years Service code 29 · EIN 23-2111581 | Legal | $34,428 |
PNC BANK, N.A.2+ years Filed as: PNC BANK Service code 19 · EIN 51-0065390 | Securities Custodian | $30,057 |
Service code 29 · EIN 51-0082644 | Legal | $28,233 |
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 | $1,723,788-100.0% | $411,917-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 1.9%-1.9pp |
| Annual return | 10.14% | 13.03%-2.9pp | 10.36%-0.2pp | 23.90%-13.8pp |
| Employer contribution / active EE | $4,534 | $15,779-71.3% | $37,738-88.0% | $16,539-72.6% |
| Participant deferral / active EE | $0 | $72-100.0% | $137-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $15,661-100.0% | $18,975-100.0% |