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 |
|---|---|---|
AMALGAMATED BANK8+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $57,950 |
AMERICAN REALTY ADVISORS6 years Filed as: MACKAY SHIELDS LLC Service code 52 · EIN 13-5582869 | Indirect Investment Fees | $32,892 |
WITHUMSMITH+BROWN, PC1 year Service code 10 · EIN 22-2027092 | Accounting | $28,369 |
NFP RETIREMENT INC1 year Filed as: NFP Service code 53 · EIN 13-3616686 | Insurance Commissions | $24,065 |
Service code 12 · EIN 94-3089465 | Direct payment from the plan; Recordk... | $19,496 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,484 | $47,722-55.0% | $82,719-74.0% | $64,808-66.9% |
| Participation rate | 100.0% | 67.6%+32.4pp | 72.6%+27.4pp | 71.5%+28.5pp |
| Annual return | -10.10% | -13.05%+2.9pp | 701.18%-711.3pp | 32.82%-42.9pp |
| Employer contribution / active EE | $1,801 | $2,179-17.4% | $3,009-40.1% | $2,506-28.1% |
| Participant deferral / active EE | $0 | $3,329-100.0% | $4,395-100.0% | $4,310-100.0% |
| Admin fee / account holder | $71 | $143-50.3% | $5,329-98.7% | $188-62.1% |