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 |
|---|---|---|
MCMORGAN & COMPANY LLC2 years Filed as: MCMORGAN & CO Service code 28 · EIN 52-2334338 | Investment Management | $75,220 |
AMERICAN REALTY ADVISORS8 years Filed as: MACKAY SHIELDS LLC Service code 52 | Indirect Investment Fees | $37,783 |
WITHUMSMITH+BROWN, PC3 years Service code 10 · EIN 22-2027092 | Accounting | $32,965 |
Service code 12 · EIN 94-3089465 | Recordkeeping and information managem... | $30,464 |
AMALGAMATED BANK10+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $19,657 |
FREMONT BANK1 year Service code 49 · EIN 94-1569025 | Other Services | $9,166 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES BESOCKE Service code 16 4160 DUBLIN BLVD., SUITE 100 · DUBLIN, CA 94568 | Consulting | $5,784 |
NFP RETIREMENT INC3 years Filed as: NFP Service code 22 · EIN 13-3616686 | Insurance Broker | $2,346 |
AMERICAN REALTY ADVISORS2 years Filed as: MACKAY SHIELDS Service code 52 · EIN 13-5582869 | Indirect Investment Fees | $0 |
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 | $24,173 | $65,908-63.3% | $81,812-70.5% | $77,643-68.9% |
| Participation rate | 100.0% | 65.8%+34.2pp | 72.3%+27.7pp | 70.6%+29.4pp |
| Annual return | 7.82% | 26.64%-18.8pp | 773.79%-766.0pp | 31.24%-23.4pp |
| Employer contribution / active EE | $1,771 | $2,370-25.3% | $2,912-39.2% | $2,726-35.0% |
| Participant deferral / active EE | $0 | $3,505-100.0% | $4,319-100.0% | $4,647-100.0% |
| Admin fee / account holder | $77 | $526-85.4% | $7,386-99.0% | $430-82.1% |