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 |
|---|---|---|
Filed as: MERRILL LYNCH Service code 19 · EIN 13-5674085 | Securities Custodian | $241,872 |
THE SEGAL COMPANY3+ years Filed as: THE SEGAL COMPANY INC. Service code 11 · EIN 13-1835864 | Actuarial | $44,108 |
SCHULTHEIS & PANETTIERI, LLP3+ years Service code 10 · EIN 13-1577780 | Accounting | $19,000 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO BANK Service code 19 · EIN 94-1347393 | Securities Custodian | $7,543 |
SPIVAK LIPTON LLP3+ years Service code 29 · EIN 13-3494495 | Legal | $5,957 |
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 | $44,091-100.0% | $256,121-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.7%-37.7pp | 4.5%-4.5pp |
| Annual return | 14.82% | 11.20%+3.6pp | 9.60%+5.2pp | 13.95%+0.9pp |
| Employer contribution / active EE | $30,667 | $27,489+11.6% | $45,595-32.7% | $16,598+84.8% |
| Participant deferral / active EE | $0 | $372-100.0% | $255-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $9,523-100.0% | $612-100.0% |