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 |
|---|---|---|
DOAR RIECK KALEY & MACK3 years Service code 29 · EIN 13-4120430 | Legal | $144,758 |
HIGHLAND CONSULTING ASSOCIATES4+ years Filed as: HIGHLAND CAPITAL MANAGEMENT Service code 28 · EIN 27-5440911 | Investment Management | $130,483 |
SCHULTHEIS & PANETTIERI, LLP5+ years Service code 10 · EIN 13-1577780 | Accounting | $88,292 |
JPMORGAN INVEST HOLDINGS LLC4+ years Filed as: JPMORGAN CHASE BANK, N.A. Service code 24 · EIN 13-4994650 | Discretionary Trustee | $60,065 |
QUAN-VEST CONSULTANTS, INC.3 years Service code 27 · EIN 11-2559669 | Advisory (Plan) | $26,112 |
ATALANTA SOSNOFF2 years Filed as: ATALANTA SOSNOFF CAPITAL, LLC Service code 28 · EIN 20-0461050 | Investment Management | $24,066 |
RAPP INDUSTRIES2 years Service code 15 · EIN 22-2034252 | Recordkeeping | $15,453 |
AMALGAMATED BANK5+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $13,806 |
SLEVIN & HART, P.C.2 years Filed as: SLEVIN & HART PC Service code 29 · EIN 52-1708613 | Legal | $11,665 |
THE SEGAL COMPANY4+ years Filed as: THE SEGAL COMPANY (EASTERN STATES) Service code 11 · EIN 13-1835864 | Actuarial | $11,000 |
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 | $28,713 | $95,776-70.0% | $162,163-82.3% | $77,787-63.1% |
| Participation rate | 99.7% | 88.6%+11.1pp | 87.6%+12.1pp | 73.2%+26.5pp |
| Annual return | 10.94% | 37.03%-26.1pp | 115.59%-104.6pp | 32.57%-21.6pp |
| Employer contribution / active EE | $7,568 | $3,874+95.4% | $5,614+34.8% | $2,504+202.2% |
| Participant deferral / active EE | $0 | $6,125-100.0% | $7,298-100.0% | $3,967-100.0% |
| Admin fee / account holder | $282 | $88+221.5% | $10,843-97.4% | $100+181.7% |