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 |
|---|---|---|
HIGHLAND CONSULTING ASSOCIATES2+ years Filed as: HIGHLAND CAPITAL MANAGEMENT Service code 28 · EIN 27-5440911 | Investment Management | $152,998 |
DOAR RIECK KALEY & MACK1 year Service code 29 · EIN 13-4120430 | Legal | $92,938 |
SCHULTHEIS & PANETTIERI, LLP3+ years Service code 10 · EIN 13-1577780 | Accounting | $81,400 |
JPMORGAN INVEST HOLDINGS LLC2+ years Filed as: JPMORGAN CHASE BANK, N.A. Service code 28 · EIN 13-4994650 | Investment Management | $53,258 |
RAPP INDUSTRIES3+ years Filed as: RAPP INDUSTRIES, INC. Service code 15 · EIN 22-2034252 | Recordkeeping | $44,983 |
Service code 27 · EIN 11-2559669 | Advisory (Plan) | $25,248 |
AMALGAMATED BANK3+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $13,211 |
THE SEGAL COMPANY2+ years Filed as: THE SEGAL COMPANY (EASTERN STATES) Service code 11 · EIN 13-1835864 | Actuarial | $11,000 |
CUNNINGHAM & CUNNINGHAM LLP3+ years Filed as: CUNNINGHAM & CUNNINGHAM, LLP Service code 29 · EIN 06-1506457 | Legal | $8,133 |
PITTA LLP2+ years Service code 29 · EIN 26-3852082 | Legal | $6,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,308 | $89,274-71.7% | $149,718-83.1% | $77,958-67.5% |
| Participation rate | 99.7% | 87.6%+12.0pp | 87.1%+12.6pp | 71.6%+28.0pp |
| Annual return | 6.63% | 20.36%-13.7pp | 1501.63%-1495.0pp | 20.87%-14.2pp |
| Employer contribution / active EE | $6,709 | $3,727+80.0% | $5,445+23.2% | $2,310+190.4% |
| Participant deferral / active EE | $0 | $5,382-100.0% | $6,569-100.0% | $3,537-100.0% |
| Admin fee / account holder | $262 | $240+9.2% | $11,283-97.7% | $97+169.0% |