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 |
|---|---|---|
BCHR US ACQUISITIONS INC.5 years Service code 11 · EIN 83-1116912 | Actuarial | $377,964 |
Filed as: SEI INVESTMENT MANAGEMENT COMPANY Service code 27 · EIN 04-2452803 | Advisory (Plan) | $356,525 |
SEI INVESTMENTS8+ years Filed as: SEI PRIVATE TRUST COMPANY Service code 21 · EIN 23-3060382 | Bank Trustee | $17,712 |
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 | $398,892-100.0% | $398,892-100.0% | $287,075-100.0% |
| Participation rate | 0.0% | 64.6%-64.6pp | 54.1%-54.1pp | 55.8%-55.8pp |
| Annual return | 4.88% | 8.32%-3.4pp | 8.55%-3.7pp | 24.42%-19.5pp |
| Employer contribution / active EE | $666,667 | $40,973+1527.1% | $37,109+1696.5% | $41,338+1512.7% |
| Participant deferral / active EE | $0 | $20-100.0% | $18-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $77,551-100.0% | $77,551-100.0% | $22,079-100.0% |