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 |
|---|---|---|
RJR ASSOCIATES, INC.1+ years Service code 27 · EIN 23-3867775 | Advisory (Plan) | $20,667 |
ACTUARIAL PENSION ANALYSTS, INC.1+ years Service code 11 · EIN 15-0539090 | Actuarial | $17,970 |
FUST CHARLES CHAMBERS LLP1+ years Filed as: FUST CHARLES CHAMBERS, LLP Service code 10 · EIN 16-1226221 | Accounting | $8,119 |
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 | $71,025-100.0% | $219,466-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 32.7%-32.7pp | 44.6%-44.6pp | 12.6%-12.6pp |
| Annual return | -1.09% | 4.87%-6.0pp | 5.00%-6.1pp | 4.56%-5.6pp |
| Employer contribution / active EE | $7,088 | $14,613-51.5% | $35,918-80.3% | $15,526-54.4% |
| Participant deferral / active EE | $0 | $54-100.0% | $75-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $1,874-100.0% | $13,204-100.0% | $1,711-100.0% |