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 |
|---|---|---|
ZENITH AMERICAN SOLUTIONS10+ years Service code 10 · EIN 52-1590516 | Accounting | $322,043 |
HORIZON ACTUARIAL SERVICES, LLC10+ years Service code 11 · EIN 26-1370698 | Actuarial | $115,977 |
BERRY & CO., CPA'S LTD10+ years Service code 10 · EIN 88-0400174 | Accounting | $94,059 |
AMERICAN REALTY ADVISORS4 years Filed as: AMERICAN REALTY ADVISORS, LLC Service code 28 · EIN 33-0123114 | Investment Management | $92,177 |
MEKETA INVESTMENT GROUP7 years Filed as: MEKETA INVESTMENT GROUP, INC Service code 17 · EIN 04-2659023 | Pension Consulting | $90,750 |
WOHLNER KAPLON CUTLER HALFORD & ROS10+ years Filed as: WOHLNER KAPLON CUTLER HALFORD ET AL Service code 29 · EIN 83-2856417 | Legal | $74,362 |
ULLICO2 years Filed as: ULLICO INVESTMENT ADVISORS INC. Service code 28 · EIN 52-6435649 | Investment Management | $57,557 |
THE BANK OF NEW YORK MELLON10+ years Filed as: U.S. BANK, N.A. Service code 19 · EIN 31-0841368 | Securities Custodian | $51,887 |
AMALGAMATED BANK10+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $13,840 |
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 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 8.66% | 11.08%-2.4pp | 8.09%+0.6pp | 8.76%-0.1pp |
| Employer contribution / active EE | $16,594 | $13,910+19.3% | $28,674-42.1% | $16,640-0.3% |
| Participant deferral / active EE | $0 | $6,458-100.0% | $10-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |