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.10+ years Filed as: MILLIMAN Service code 11 · EIN 11-2214968 | Actuarial | $122,225 |
THE SEGAL COMPANY4 years Filed as: SEGAL MARCO ADVISORS Service code 27 333 WEST 34TH STREET · NEW YORK, NY 10001 | Advisory (Plan) | $100,000 |
PKF O'CONNOR DAVIES, LLP7 years Filed as: PKF O'CONNOR DAVIES LLP Service code 10 · EIN 27-1728945 | Accounting | $83,804 |
SYNTONIC SYSTEMS, INC.4 years Filed as: SYNTONIC SYSTEMS, INC Service code 49 · EIN 13-2925049 | Other Services | $44,850 |
PAYCHEX, INC.5 years Filed as: PAYCHEX Service code 15 · EIN 47-0900857 | Recordkeeping | $34,959 |
WEISSMAN & MINTZ10+ years Service code 29 ONE EXECUTIVE DRIVE · SOMERSET, NJ 08873 | Legal | $29,928 |
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 | $49,655-100.0% | $226,918-100.0% | $49,655-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.4%-19.4pp | 18.6%-18.6pp |
| Annual return | 5.45% | 10.92%-5.5pp | 8.54%-3.1pp | 9.77%-4.3pp |
| Employer contribution / active EE | $3,211 | $19,775-83.8% | $26,203-87.7% | $13,890-76.9% |
| Participant deferral / active EE | $0 | $1,022-100.0% | $449-100.0% | $102-100.0% |
| Admin fee / account holder | $0 | $2,893-100.0% | $16,566-100.0% | $2,893-100.0% |