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 |
|---|---|---|
Service code 13 · EIN 62-1116095 | Contract Administrator | $138,853 |
Service code 29 · EIN 75-3110632 | Legal | $84,054 |
AMALGAMATED BANK5 years Service code 19 · EIN 13-4920330 275 7TH AVENUE · NEW YORK, NY 10001 | Securities Custodian | $57,918 |
Filed as: OSBORN CARRIERO & ASSOCIATES Service code 11 · EIN 71-0631123 | Actuarial | $32,752 |
ALAN BILLER & ASSOCIATES1 year Filed as: ALAN D BILLER ASSOCIATES, INC. Service code 27 535 MIDDLEFIELD RD SUITE 230 · MENLO PARK, CA 64025 | Advisory (Plan) | $28,691 |
CUNEO, LAWSON, SHAY & STALEY8+ years Filed as: CUNEO LAWSON SHAY & STALEY CPAS Service code 10 · EIN 44-0642126 | Accounting | $22,842 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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 | $11,064 | $118,441-90.7% | $151,611-92.7% | $89,394-87.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 71.3%+28.7pp |
| Annual return | -15.20% | -9.10%-6.1pp | 3.33%-18.5pp | -11.89%-3.3pp |
| Employer contribution / active EE | $917 | $4,770-80.8% | $6,166-85.1% | $3,022-69.7% |
| Participant deferral / active EE | $42 | $7,648-99.4% | $8,363-99.5% | $5,123-99.2% |
| Admin fee / account holder | $24 | $90-73.1% | $11,616-99.8% | $79-69.7% |