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 |
|---|---|---|
RONALD BLUE & COMPANY1 year Filed as: RONALD SOKOLOWSKI Service code 30 · EIN 13-3234213 | Employee (plan) | $44,400 |
TAMMI HABERMEHL10+ years Service code 30 · EIN 13-3234213 | Employee (plan) | $34,283 |
USI CONSULTING GROUP2 years Service code 11 · EIN 06-1053228 | Actuarial | $27,600 |
Filed as: ARCARA LENDA EUSANIO & STACEY CPAS Service code 10 · EIN 47-1793720 | Accounting | $19,357 |
Service code 15 · EIN 52-1796473 | Recordkeeping | $12,133 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $201,159-100.0% | $181,048-100.0% | $417,905-100.0% |
| Participation rate | 0.0% | 36.5%-36.5pp | 22.4%-22.4pp | 39.2%-39.2pp |
| Annual return | 235.43% | 9.29%+226.1pp | 9.65%+225.8pp | 13.91%+221.5pp |
| Employer contribution / active EE | $0 | $32,463-100.0% | $26,259-100.0% | $35,282-100.0% |
| Participant deferral / active EE | $0 | $162-100.0% | $145-100.0% | $94-100.0% |
| Admin fee / account holder | $0 | $856-100.0% | $749-100.0% | $41,846-100.0% |