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 |
|---|---|---|
GROOM LAW GROUP4 years Filed as: GROOM LAW GROUP, CHARTERED Service code 29 · EIN 52-1219029 | Legal | $4,179,807 |
AON CONSULTING3 years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $1,770,472 |
NEPC, LLC10+ years Service code 27 · EIN 26-1429809 | Advisory (Plan) | $1,577,438 |
VITECH SYSTEMS GROUP4 years Filed as: VITECH SYSTEMS SUB, LLC Service code 49 · EIN 13-3785492 | Other Services | $989,198 |
NEUMEIER POMA INVESTMENT COUNSEL10+ years Service code 28 · EIN 77-0444891 | Investment Management | $820,906 |
Service code 28 · EIN 45-3056700 | Investment Management | $817,694 |
RDA CORPORATION4 years Filed as: RDA COMPANY, LLC Service code 49 · EIN 51-0307421 | Other Services | $746,887 |
JP MORGAN INVESTMENT MANAGEMENT INC10+ years Filed as: J.P. MORGAN INVESTMENT MANAGEMENT Service code 27 · EIN 13-3200244 | Advisory (Plan) | $632,271 |
Service code 22 · EIN 52-0555835 | Insurance Broker | $606,363 |
LINEA SOLUTIONS2 years Filed as: LINEA SOLUTIONS, INC. Service code 49 · EIN 95-4723968 | Other Services | $589,996 |
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.
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 | $202,856-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 21.4%-21.4pp | 0.0%0pp |
| Annual return | 3.82% | 9.04%-5.2pp | 10.21%-6.4pp | 9.04%-5.2pp |
| Employer contribution / active EE | $97,090 | $14,127+587.3% | $37,040+162.1% | $14,127+587.3% |
| Participant deferral / active EE | $0 | $665-100.0% | $95-100.0% | $665-100.0% |
| Admin fee / account holder | $0 | $0 | $2,923-100.0% | - |