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 |
|---|---|---|
BENESYS, INC.10+ years Service code 14 · EIN 38-2383171 | Plan Administrator | $233,965 |
THE SEGAL COMPANY9 years Service code 17 · EIN 94-1503999 | Pension Consulting | $148,043 |
Filed as: QUEST INVESTMENT MGMT INC. Service code 28 · EIN 93-0880854 | Investment Management | $56,792 |
VERUS10+ years Filed as: VERUS ADVISORY INC Service code 17 · EIN 91-1320111 | Pension Consulting | $50,000 |
LAW OFFICES OF CARROLL AND SCULLY10+ years Service code 29 · EIN 94-2690827 | Legal | $37,603 |
THE BANK OF NEW YORK MELLON10+ years Filed as: U.S. BANK Service code 49 · EIN 31-0841368 | Other Services | $25,186 |
MILLER KAPLAN ARASE LLP10+ years Service code 10 · EIN 95-2036255 | Accounting | $19,760 |
SMART SOURCE LLC4 years Service code 36 · EIN 30-0830429 | Copying and duplicating; Direct payme... | $9,536 |
WITHUMSMITH+BROWN, PC1 year Filed as: WITHUMSMITH+BROWN PC Service code 10 · EIN 22-2027092 | Accounting | $7,936 |
THE SEGAL COMPANY8 years Filed as: SEGAL SELECT INSURANCE SERVICES INC Service code 22 · EIN 46-0619194 | Insurance Broker | $0 |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $36,224-100.0% | $181,048-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.4%-22.4pp | 2.1%-2.1pp |
| Annual return | 67.90% | 12.82%+55.1pp | 9.65%+58.2pp | 9.14%+58.8pp |
| Employer contribution / active EE | $7,132 | $13,831-48.4% | $26,259-72.8% | $19,963-64.3% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $919-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | $749-100.0% | $200-100.0% |