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 |
|---|---|---|
SEI INVESTMENTS3 years Filed as: SEI INVESTMENT MANGAMENT CORPORATIO Service code 28 · EIN 04-2452803 | Investment Management | $313,450 |
THE SEGAL COMPANY10+ years Service code 11 · EIN 06-0839113 | Actuarial | $208,265 |
Filed as: DANIEL H. COOK ASSOCIATES, INC. Service code 15 · EIN 11-2424843 | Recordkeeping | $130,906 |
NOVAK FRANCELLA LLC2 years Service code 50 · EIN 61-1436956 | Direct Payment | $33,666 |
REID & RIEGE, P.C.7 years Filed as: REID & RIEGE PC Service code 29 · EIN 06-0867204 | Legal | $30,808 |
Filed as: PRINCIPAL FINANCIAL GROUP Service code 28 · EIN 42-1520346 | Investment Management | $9,628 |
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 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 12.19% | 11.08%+1.1pp | 8.09%+4.1pp | 8.76%+3.4pp |
| Employer contribution / active EE | $27,393 | $13,876+97.4% | $28,732-4.7% | $16,627+64.7% |
| Participant deferral / active EE | $0 | $7,576-100.0% | $7-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |