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 |
|---|---|---|
I.E. SHAFFER & CO.2 years Filed as: I E SHAFFER & CO Service code 11 · EIN 22-1750854 | Actuarial | $84,750 |
BRUCE KAMINER, CPA LLC10+ years Service code 10 · EIN 22-3650188 | Accounting | $15,075 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $116,914-100.0% | $116,914-100.0% | $338,137-100.0% |
| Participation rate | 0.0% | 20.2%-20.2pp | 9.1%-9.1pp | 43.9%-43.9pp |
| Annual return | 207.75% | 7.69%+200.1pp | 8.92%+198.8pp | 13.05%+194.7pp |
| Employer contribution / active EE | $911 | $38,144-97.6% | $24,416-96.3% | $37,651-97.6% |
| Participant deferral / active EE | $0 | $0 | $14-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $692-100.0% | $692-100.0% | $30,946-100.0% |