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 |
|---|---|---|
MILLIMAN, INC.4+ years Service code 11 · EIN 91-0675641 | Actuarial | $17,858 |
Filed as: FIRLEY,MORAN,FREER & EASSA,CPA,P.C. Service code 10 · EIN 16-1148763 | Accounting | $12,569 |
12 CHESTNUT HILL, LLC1 year Filed as: CHESTNUT HILL, LLC Service code 16 · EIN 82-3643593 | Consulting | $5,935 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,347 | $57,354+190.0% | $83,848+98.4% | $64,186+159.2% |
| Participation rate | 90.3% | 68.6%+21.7pp | 76.1%+14.1pp | 69.6%+20.7pp |
| Annual return | -4.75% | 11.38%-16.1pp | 850.88%-855.6pp | 7.63%-12.4pp |
| Employer contribution / active EE | $19,450 | $2,545+664.2% | $3,631+435.7% | $2,381+716.9% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $582 | $4,046-85.6% | $5,478-89.4% | $4,888-88.1% |