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 |
|---|---|---|
CHEIRON8+ years Service code 11 · EIN 13-4215617 | Actuarial | $44,128 |
CALIBRE CPA GROUP PLLC8+ years Service code 10 · EIN 47-0900880 | Accounting | $20,250 |
MARQUETTE ASSOCIATES8+ years Service code 27 180 N LASALLE DR 3500 · CHICAGO, IL 60601 | Advisory (Plan) | $12,500 |
AMALGAMATED BANK8+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $9,158 |
Filed as: MOONEY,GREEN,SAINDON,MURPHY &WELCH Service code 29 · EIN 52-1958229 | Legal | $8,156 |
ADP BROKER-DEALER1 year Filed as: ADP Service code 15 ONE ADP BLVD · ROSELAND, NJ 07068 | Recordkeeping | $7,175 |
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 | $171,008-100.0% | $163,428-100.0% | $287,075-100.0% |
| Participation rate | 0.0% | 20.4%-20.4pp | 16.1%-16.1pp | 55.8%-55.8pp |
| Annual return | 5.98% | 9.19%-3.2pp | 9.36%-3.4pp | 24.42%-18.4pp |
| Employer contribution / active EE | $26,792 | $35,866-25.3% | $31,270-14.3% | $41,338-35.2% |
| Participant deferral / active EE | $0 | $149-100.0% | $263-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $10,697-100.0% | $9,460-100.0% | $22,079-100.0% |