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 |
|---|---|---|
HEMMING MORSE2+ years Service code 10 · EIN 30-0702322 | Accounting | $66,169 |
AMERICAN REALTY ADVISORS2+ years Service code 28 · EIN 33-0123144 | Investment Management | $64,568 |
ATPA2+ years Service code 13 · EIN 94-1220078 | Contract Administrator | $63,780 |
RAEL & LETSON2+ years Service code 11 · EIN 94-1701048 | Actuarial | $52,471 |
INVESTMENT PERFORMANCE SERVICES2+ years Service code 27 · EIN 58-1645862 | Advisory (Plan) | $45,059 |
LAZARD ASSET MANAGEMENT2+ years Filed as: LAZARD ASSET MANAGMENT LLC Service code 28 · EIN 13-5545100 | Investment Management | $22,633 |
WEINBERG, ROGER & ROSENFELD2+ years Filed as: WEINBERG ROGER & ROSENFELD Service code 29 · EIN 94-2458080 | Legal | $21,431 |
Service code 28 | Investment Management | $20,407 |
AMALGAMATED BANK2+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $19,609 |
AMALGAMATED BANK2+ years Filed as: AMALGAMATED BANK OF CHICAGO Service code 21 ONE WEST MONROE · CHICAGO, IL 606035301 | Bank Trustee | $12,896 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $35,636-100.0% | $358,154-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 1.8%-1.8pp | 37.4%-37.4pp | 1.8%-1.8pp |
| Annual return | 7.06% | 7.18%-0.1pp | 2.24%+4.8pp | 7.18%-0.1pp |
| Employer contribution / active EE | $2,424 | $13,095-81.5% | $54,559-95.6% | $13,095-81.5% |
| Participant deferral / active EE | $0 | $385-100.0% | $81-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $6,053-100.0% | $362-100.0% |