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 9-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 |
|---|---|---|
Filed as: YOUNGDAHL & CITTI, P.C. Service code 22 · EIN 75-3110632 | Insurance Broker | $40,227 |
AMALGAMATED BANK1 year Service code 19 · EIN 13-4920330 | Securities Custodian | $28,233 |
Service code 13 · EIN 62-1116095 | Contract Administrator | $19,800 |
CUNEO, LAWSON, SHAY & STALEY1 year Filed as: CUNEO LAWSON SHAY AND STALEY CPAS Service code 10 · EIN 44-0642126 | Accounting | $13,110 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,546-100.0% | $140,016-100.0% | $75,289-100.0% |
| Participation rate | 0.0% | 88.4%-88.4pp | 87.5%-87.5pp | 72.4%-72.4pp |
| Annual return | -4.64% | -0.36%-4.3pp | 651.12%-655.8pp | -0.04%-4.6pp |
| Employer contribution / active EE | $625 | $3,856-83.8% | $5,606-88.8% | $2,405-74.0% |
| Participant deferral / active EE | $0 | $5,731-100.0% | $6,927-100.0% | $3,739-100.0% |
| Admin fee / account holder | $0 | $86-100.0% | $10,705-100.0% | $102-100.0% |