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 9-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 |
|---|---|---|
USI CONSULTING GROUP7+ years Service code 11 · EIN 06-1053228 | Actuarial | $72,390 |
UBS FINANCIAL SERVICES INC6 years Filed as: UBS FINANCIAL SERVICES INC. Service code 70 · EIN 13-2638166 | Consulting Fees | $64,854 |
COMERICA BANK6 years Filed as: COMERICA Service code 21 · EIN 38-2028794 | Bank Trustee | $19,685 |
MARCUM LLP4 years Filed as: MARCUM Service code 10 · EIN 11-1986323 | Accounting | $8,240 |
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 | $18,795-100.0% | $65,170-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 33.3%-33.3pp | 29.3%-29.3pp | 9.9%-9.9pp |
| Annual return | 4.43% | -10.92%+15.4pp | 7.07%-2.6pp | -5.25%+9.7pp |
| Employer contribution / active EE | $24,746 | $23,250+6.4% | $34,847-29.0% | $15,166+63.2% |
| Participant deferral / active EE | $0 | $45-100.0% | $4-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $3,859-100.0% | $51-100.0% | $3,859-100.0% |