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 |
|---|---|---|
USI CONSULTING GROUP1 year Filed as: USI CONSULTING Service code 11 · EIN 06-1053228 | Actuarial | $51,760 |
MARINER LLC1 year Filed as: MARINER INSTITUTIONAL Service code 17 · EIN 59-3676225 | Pension Consulting | $40,700 |
JOHN FADELEY6 years Service code 30 · EIN 16-6023926 | Employee (plan) | $40,397 |
Filed as: ARCARA LENDA EUSANIO & STACEY CPAS Service code 10 · EIN 47-1793720 | Accounting | $26,391 |
BLITMAN & KING10+ years Filed as: BLITMAN & KING LLP Service code 29 · EIN 16-1047304 | Legal | $25,402 |
SALEM TRUST2 years Filed as: SALEM TRUST COMPANY Service code 19 · EIN 56-2075834 | Securities Custodian | $6,334 |
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 | $62,678-100.0% | $201,416-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 25.0%-25.0pp | 32.7%-32.7pp | 11.0%-11.0pp |
| Annual return | 7.86% | 7.29%+0.6pp | 8.09%-0.2pp | 8.21%-0.3pp |
| Employer contribution / active EE | $20,015 | $9,761+105.1% | $28,674-30.2% | $13,842+44.6% |
| Participant deferral / active EE | $0 | $0 | $10-100.0% | $61-100.0% |
| Admin fee / account holder | $0 | $788-100.0% | $60,136-100.0% | $1,652-100.0% |