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 |
|---|---|---|
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO ADVISORS Service code 27 66 HUDSON BLVD, 20TH FLOOR · NEW YORK, NY 10001 | Advisory (Plan) | $55,250 |
Filed as: EMPOWER LIFE & ANNUITY INS CO OF NY Service code 13 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $46,955 |
ASCENSUS LLC6 years Filed as: LEDBETTER PARISI, LLC Service code 29 105 DAVENTRY LANE, STE 200 · LOUISVILLE, KY 40223 | Legal | $39,428 |
CHERRY BEKAERT LLP2 years Service code 10 · EIN 56-0574444 | Accounting | $34,000 |
THE SEGAL COMPANY10+ years Service code 16 · EIN 13-1975125 | Consulting | $31,295 |
Service code 16 3700 KOPPERS STREET, STE 400 · BALTIMORE, MD 21227 | Consulting | $7,582 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,619 | $241,101-45.8% | $103,333+26.4% | $199,593-34.6% |
| Participation rate | 100.0% | 78.3%+21.7pp | 74.5%+25.5pp | 72.0%+28.0pp |
| Annual return | 12.92% | 17.80%-4.9pp | 24.88%-12.0pp | 34.25%-21.3pp |
| Employer contribution / active EE | $10,404 | $4,244+145.1% | $3,868+169.0% | $3,034+242.9% |
| Participant deferral / active EE | $0 | $3,958-100.0% | $5,057-100.0% | $5,087-100.0% |
| Admin fee / account holder | $110 | $288-61.7% | $8,355-98.7% | $269-59.0% |