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 |
|---|---|---|
Service code 11 · EIN 26-3842522 | Actuarial | $50,333 |
LOOMIS SAYLES2 years Filed as: LOOMIS, SAYLES AND COMPANY Service code 28 · EIN 04-3200030 | Investment Management | $48,200 |
THE SEGAL COMPANY8 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $40,000 |
CALIBRE CPA GROUP PLLC2 years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $34,871 |
Service code 29 · EIN 26-0873462 | Legal | $30,000 |
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.
Employer contribution per participant 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 | $36,224-100.0% | $226,918-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 2.1%-2.1pp | 17.5%-17.5pp | 2.1%-2.1pp |
| Annual return | 6.87% | 9.14%-2.3pp | 9.49%-2.6pp | 9.14%-2.3pp |
| Employer contribution / active EE | $4,931 | $19,963-75.3% | $29,215-83.1% | $19,963-75.3% |
| Participant deferral / active EE | $0 | $919-100.0% | $359-100.0% | $919-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | $16,566-100.0% | $200-100.0% |