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 PARTNERS9+ years Filed as: BOSTON TRUST COMPANY Service code 28 · EIN 04-2273811 | Investment Management | $138,207 |
MEYERS BROTHERS KALICKA, PC9+ years Filed as: MEYERS BROTHERS KALICKA, P.C. Service code 10 · EIN 04-2713795 | Accounting | $20,800 |
ODYSSEY ADVISORS9+ years Service code 11 · EIN 36-4560201 | Actuarial | $15,500 |
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.
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 | $52,198-100.0% | $124,814-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.2%-22.2pp | 11.0%-11.0pp |
| Annual return | 6.49% | 11.79%-5.3pp | 10.54%-4.1pp | 8.23%-1.7pp |
| Employer contribution / active EE | $3,683 | $19,735-81.3% | $26,782-86.2% | $13,859-73.4% |
| Participant deferral / active EE | $0 | $28-100.0% | $122-100.0% | $61-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $129-100.0% | $1,652-100.0% |