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 7-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 |
|---|---|---|
AMALGAMATED2 years Filed as: AMALGAMATED EMPLOYEE BENEFITS ADMIN Service code 13 · EIN 13-3432221 | Contract Administrator | $2,497,455 |
CHEIRON2 years Filed as: CHEIRON, INC. Service code 11 · EIN 13-4215617 | Actuarial | $143,922 |
CLEARY, JOSEM & TRIGIANI LLP2 years Service code 29 · EIN 23-2657967 | Legal | $111,650 |
Service code 49 · EIN 82-0994119 | Other Services | $83,948 |
THE SEGAL COMPANY3+ years Filed as: SEGAL ADVISORS, INC. Service code 27 · EIN 13-2646110 | Advisory (Plan) | $65,534 |
HIRTLE, CALLAGHAN & COMPANY2 years Service code 51 · EIN 26-2821689 | Investment Mgmt Fees | $58,507 |
UNITE HERE HEALTH3+ years Service code 10 · EIN 23-7385560 | Accounting | $57,931 |
Service code 49 · EIN 13-3432221 | Other Services | $53,293 |
Service code 29 · EIN 13-6130178 | Legal | $50,457 |
SCHULTE ROTH & ZABEL LLP2 years Filed as: SCHULTE ROTH & ZABEL, LLP Service code 29 · EIN 13-2633996 | Legal | $50,457 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $0 | $373,805-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 18.9%-18.9pp | 0.0%0pp |
| Annual return | 9.56% | 17.85%-8.3pp | 9.52%0pp | 13.80%-4.2pp |
| Employer contribution / active EE | $1,057 | $5,706-81.5% | $41,951-97.5% | $10,386-89.8% |
| Participant deferral / active EE | $0 | $0 | $18-100.0% | $448-100.0% |
| Admin fee / account holder | $0 | $0 | $1,512-100.0% | - |