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 GROUP8+ years Service code 11 · EIN 06-1053228 | Actuarial | $71,276 |
UBS FINANCIAL SERVICES INC7 years Filed as: UBS FINANCIAL SERVICES INC. Service code 70 · EIN 13-2638166 | Consulting Fees | $52,708 |
MARCUM LLP5 years Filed as: MARCUM Service code 10 · EIN 11-1986323 | Accounting | $25,956 |
COMERICA BANK7 years Filed as: COMERICA Service code 21 · EIN 38-2028794 | Bank Trustee | $17,080 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $23,320-100.0% | $202,297-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 66.7%-66.7pp | 52.5%-52.5pp | 12.4%-12.4pp |
| Annual return | -9.04% | 9.79%-18.8pp | 14.21%-23.2pp | 9.89%-18.9pp |
| Employer contribution / active EE | $58,141 | $8,252+604.5% | $29,446+97.4% | $14,313+306.2% |
| Participant deferral / active EE | $0 | $0 | $125-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $135-100.0% | $7,524-100.0% | $9,084-100.0% |