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 6-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 |
|---|---|---|
CTM LEGAL GROUP1 year Service code 29 · EIN 46-1047517 | Legal | $23,754 |
BANSLEY AND KIENER, LLP3 years Filed as: BANSLEY AND KIENER, L.L.P. Service code 10 · EIN 36-2152389 | Accounting | $12,725 |
THE SEGAL COMPANY2 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $12,500 |
AMALGAMATED BANK4+ years Service code 28 · EIN 36-0721895 | Investment Management | $630 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $10,233 | $34,677-70.5% | $77,024-86.7% | $64,808-84.2% |
| Participation rate | 100.0% | 49.8%+50.2pp | 67.9%+32.1pp | 71.5%+28.5pp |
| Annual return | -20.13% | -5.33%-14.8pp | 42.32%-62.4pp | 32.82%-53.0pp |
| Employer contribution / active EE | $6,074 | $1,370+343.3% | $2,812+116.0% | $2,506+142.4% |
| Participant deferral / active EE | $11 | $2,556-99.6% | $4,426-99.8% | $4,310-99.7% |
| Admin fee / account holder | $142 | $179-20.2% | $5,425-97.4% | $188-24.2% |