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 9-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 |
|---|---|---|
STRATEGIC ADVISORS, INC.9+ years Filed as: STRATEGIC CAPITAL ADVISORS Service code 16 · EIN 36-4268991 | Consulting | $68,750 |
BOLTON PARTNERS, INC.9+ years Filed as: BOLTON PARTNERS NORTHEAST, INC. Service code 11 · EIN 27-3666661 | Actuarial | $53,956 |
BONADIO & CO., LLP9+ years Filed as: BONADIO & CO. LLP Service code 10 · EIN 16-1131146 | Accounting | $37,790 |
NATIONAL INVESTMENT SERVICES8 years Service code 19 · EIN 84-3937993 | Securities Custodian | $35,591 |
BLITMAN & KING9+ years Service code 29 · EIN 16-1047304 | Legal | $27,396 |
KEY BANK NATIONAL ASSOCIATION9+ years Service code 13 · EIN 34-0797057 | Contract Administrator | $7,796 |
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 | $33,520-100.0% | $201,416-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 2.1%-2.1pp |
| Annual return | 12.23% | 11.01%+1.2pp | 8.09%+4.1pp | 7.65%+4.6pp |
| Employer contribution / active EE | $22,483 | $13,413+67.6% | $28,674-21.6% | $20,599+9.1% |
| Participant deferral / active EE | $0 | $0 | $10-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $60,136-100.0% | $193-100.0% |