See peer percentile detail. $4.99 for your first month.
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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: MARSHALL & MOSS ADMIN SERVICES, INC Service code 13 · EIN 81-2845805 1400 OLD COUNTRY RD 406 · WESTBURY, NY 11590 | Contract Administrator | $114,592 |
REYNOLDS CONSULTING SERVICES2 years Filed as: REYNOLDS CONSULTING, LLC Service code 27 · EIN 20-1899564 | Advisory (Plan) | $28,125 |
Filed as: GOULD KOBRICK & SCHLAPP, PC Service code 10 · EIN 13-3082707 192 LEXINGTON AVENUE · NEW YORK, NY 10016 | Accounting | $19,500 |
Service code 29 · EIN 26-3858697 258 SAW MILL RIVER RD · ELMSFORD, NY 10523 | Legal | $15,300 |
THE SEGAL COMPANY2 years Filed as: SEGAL COMPANY Service code 11 · EIN 13-1835864 333 WEST 34TH STREET · NEW YORK, NY 10001 | Actuarial | $13,000 |
ARTISAN PARTNERS2 years Filed as: ARTISAN PARTNERS LIMITED PARTNERSHI Service code 52 | Indirect Investment Fees | $0 |
DODGE & COX2 years Service code 52 | Indirect Investment Fees | $0 |
INVESCO2 years Filed as: INVESCO ADVISORS, INC Service code 52 | Indirect Investment Fees | $0 |
KENNEDY CAPITAL MANAGEMENT2 years Filed as: KENNEDY CAPITAL MANAGEMENT, INC Service code 52 | Indirect Investment Fees | $0 |
Service code 52 | Indirect Investment Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,620 | $86,897-27.9% | $151,611-58.7% | $64,808-3.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 87.5%+12.5pp | 71.5%+28.5pp |
| Annual return | -12.58% | -3.57%-9.0pp | 3.33%-15.9pp | 32.82%-45.4pp |
| Employer contribution / active EE | $4,387 | $4,010+9.4% | $6,166-28.9% | $2,506+75.1% |
| Participant deferral / active EE | $0 | $6,690-100.0% | $8,363-100.0% | $4,310-100.0% |
| Admin fee / account holder | $295 | $153+93.1% | $11,616-97.5% | $188+57.3% |