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.6+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $64,572 |
KREISCHER MILLER6+ years Service code 10 · EIN 23-1980475 | Accounting | $20,968 |
Service code 52 574 SYLVAN AVENUE · ENGLEWOOD CLIFFS, NJ 07632 | Indirect Investment Fees | $0 |
WITHUMSMITH+BROWN, PC6+ years Filed as: BROWN ADVISORY Service code 52 901 SOUTH BOND STREET · BALTIMORE, MD 21231 | Indirect Investment Fees | $0 |
COHO PARTNERS, LTD.2 years Service code 52 801 CASSATT ROAD · BERWYN, PA 19312 | Indirect Investment Fees | $0 |
EATON VANCE1 year Service code 52 P.O. BOX 9653 · PROVIDENCE, RI 029409653 | Indirect Investment Fees | $0 |
Service code 52 | Indirect Investment Fees | $0 |
FRONTENAC XI PRIVATE CAPITAL4 years Filed as: FRONTENAC COMPANY Service code 52 135 S. LASALLE STREET · CHICAGO, IL 60603 | Indirect Investment Fees | $0 |
HARDING LOEVNER LP6+ years Filed as: HARDING LOEVNER FUNDS, INC. Service code 52 400 CROSSING BLVD · BRIDGEWATER, NJ 08807 | Indirect Investment Fees | $0 |
INCOME RESEARCH & MANAGEMENT6+ years Service code 51 · EIN 04-2955404 | Investment Mgmt Fees | $0 |
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 | $293,167-100.0% | $373,805-100.0% | $254,510-100.0% |
| Participation rate | 0.0% | 39.4%-39.4pp | 18.9%-18.9pp | 43.0%-43.0pp |
| Annual return | 14.56% | 8.90%+5.7pp | 9.52%+5.0pp | 259.13%-244.6pp |
| Employer contribution / active EE | $62,788 | $50,076+25.4% | $41,951+49.7% | $41,469+51.4% |
| Participant deferral / active EE | $0 | $16-100.0% | $18-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $1,317-100.0% | $1,512-100.0% | $21,546-100.0% |