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.2+ years Service code 27 · EIN 23-3867775 | Advisory (Plan) | $20,862 |
ACTUARIAL PENSION ANALYSTS, INC.2+ years Service code 11 · EIN 15-0539090 | Actuarial | $18,988 |
FUST CHARLES CHAMBERS LLP2+ years Filed as: FUST CHARLES CHAMBERS, LLP Service code 10 · EIN 16-1226221 | Accounting | $8,495 |
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 | $63,154-100.0% | $198,173-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 20.8%-20.8pp | 42.0%-42.0pp | 11.3%-11.3pp |
| Annual return | 5.66% | 9.55%-3.9pp | 10.16%-4.5pp | 10.41%-4.8pp |
| Employer contribution / active EE | $12,341 | $14,371-14.1% | $33,192-62.8% | $14,691-16.0% |
| Participant deferral / active EE | $0 | $6-100.0% | $66-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $5,973-100.0% | $7,531-100.0% | $2,646-100.0% |