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 |
|---|---|---|
BOSTON PARTNERS6+ years Filed as: BOSTON TRUST COMPANY Service code 28 · EIN 04-2273811 | Investment Management | $147,549 |
ODYSSEY ADVISORS6+ years Service code 11 · EIN 36-4560201 | Actuarial | $13,750 |
MEYERS BROTHERS KALICKA, PC6+ years Filed as: MEYERS BROTHERS KALICKA, P.C. Service code 10 · EIN 04-2713795 | Accounting | $10,000 |
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.
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 | $95,044-100.0% | $490,804-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.1%-7.1pp | 8.4%-8.4pp |
| Annual return | 21.44% | 13.11%+8.3pp | 14.84%+6.6pp | 18.34%+3.1pp |
| Employer contribution / active EE | $6,756 | $51,257-86.8% | $37,950-82.2% | $14,665-53.9% |
| Participant deferral / active EE | $0 | $247-100.0% | $127-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $9,141-100.0% | $1-100.0% | $9,141-100.0% |