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 8-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 |
|---|---|---|
MARQUETTE ASSOCIATES5 years Service code 17 · EIN 36-3485298 180 N LASALLE STREET SUITE 3500 · CHICAGO, IL 60601 | Pension Consulting | $94,187 |
ZENITH AMERICAN SOLUTIONS6 years Service code 13 · EIN 52-1590516 PO BOX 5817 · WALLINGFORD, CT 06492 | Contract Administrator | $67,536 |
OSULLIVAN ASSOCIATES INC.6 years Service code 22 · EIN 20-8199367 1236 BRACE ROAD UNIT E · CHERRY HILL, NJ 08034 | Insurance Broker | $32,850 |
COLLERAN, O'HARA & MILLS LLP6 years Filed as: HOLM & OHARA LLP Service code 32 · EIN 10-6327580 3 WEST 35TH STREET 9TH FLOOR · NEW YORK, NY 10001 | Real estate brokerage | $23,181 |
WELLS FARGO BANK, N.A.6 years Filed as: WELLS FARGO Service code 21 211 MAIN STREET - 2ND FLOOR · ANSONIA, CT 06401 | Bank Trustee | $12,620 |
Filed as: BERARD & ASSOCIATES Service code 10 · EIN 13-3774222 44 PARK AVE · SUFFERN, NY 10901 | Accounting | $11,069 |
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 | $36,148-100.0% | $164,721-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 16.7%-16.7pp | 21.0%-21.0pp | 9.9%-9.9pp |
| Annual return | -10.21% | -4.92%-5.3pp | -5.84%-4.4pp | -5.25%-5.0pp |
| Employer contribution / active EE | $21,159 | $10,994+92.5% | $31,839-33.5% | $15,166+39.5% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $436-100.0% | $1,000-100.0% | $3,859-100.0% |