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 PARTNERS10+ years Filed as: BOSTON TRUST COMPANY Service code 28 · EIN 04-2273811 | Investment Management | $137,495 |
ODYSSEY ADVISORS10+ years Service code 11 · EIN 36-4560201 | Actuarial | $16,250 |
MEYERS BROTHERS KALICKA, PC10+ years Filed as: MEYERS BROTHERS KALICKA, P.C. Service code 10 · EIN 04-2713795 | Accounting | $10,800 |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $49,655-100.0% | - | $49,655-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 17.1%-17.1pp |
| Annual return | 6.30% | 8.91%-2.6pp | 16.77%-10.5pp | 9.82%-3.5pp |
| Employer contribution / active EE | $0 | $19,417-100.0% | $28,306-100.0% | $13,587-100.0% |
| Participant deferral / active EE | $0 | $0 | $40-100.0% | $81-100.0% |
| Admin fee / account holder | $0 | $2,893-100.0% | - | $2,893-100.0% |