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 |
|---|---|---|
AMERICAN FUNDS3 years Filed as: CAPITAL INTERNATIONAL Service code 28 · EIN 95-4154361 | Investment Management | $937,474 |
GROOM LAW GROUP1 year Filed as: GROOM LAW Service code 29 · EIN 52-1219029 | Legal | $189,646 |
Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 27 · EIN 58-2432390 | Advisory (Plan) | $100,000 |
Filed as: JP MORGAN CHASE BANK, N.A. Service code 28 · EIN 13-4994650 | Investment Management | $72,175 |
Service code 15 · EIN 52-1796473 | Recordkeeping | $70,125 |
KARRI STEINMACHER10+ years Service code 30 · EIN 22-6220288 | Employee (plan); Direct payment from ... | $70,035 |
DIANE FITZBERGER6 years Filed as: DIANE FLORIAN Service code 30 · EIN 22-6220288 | Employee (plan); Direct payment from ... | $67,628 |
US BANK10+ years Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 19 · EIN 31-0841368 | Securities Custodian | $63,580 |
SUMMIT FINANCIAL CORPORATION9 years Filed as: SUMMIT ACTUARIAL SERVICES, LLC Service code 11 · EIN 20-3838633 | Actuarial | $62,750 |
Service code 29 · EIN 76-0760981 | Legal | $60,000 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $36,224-100.0% | - | $36,224-100.0% |
| Participation rate | 0.0% | 2.1%-2.1pp | 0.0%0pp | 2.1%-2.1pp |
| Annual return | 3.14% | 9.16%-6.0pp | 19.25%-16.1pp | 9.16%-6.0pp |
| Employer contribution / active EE | $126,020 | $19,955+531.5% | $28,682+339.4% | $19,955+531.5% |
| Participant deferral / active EE | $0 | $1,073-100.0% | $55-100.0% | $1,073-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | - | $200-100.0% |