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 |
|---|---|---|
RAE GROUP LLC2 years Filed as: RAE GROUP, LLC Service code 11 · EIN 83-4646394 | Actuarial | $71,000 |
FISCHER DORWART, P.C.9 years Service code 10 · EIN 23-2247478 | Accounting | $12,500 |
MARKOWITZ & RICHMAN10+ years Service code 29 · EIN 23-2111581 | Legal | $10,500 |
US BANK9 years Filed as: US BANK, N.A. Service code 15 · EIN 31-0841368 | Recordkeeping | $8,824 |
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 | $93,040-100.0% | $148,078-100.0% | $338,187-100.0% |
| Participation rate | 0.0% | 13.3%-13.3pp | 5.4%-5.4pp | 44.0%-44.0pp |
| Annual return | 265.20% | 3.92%+261.3pp | 6.78%+258.4pp | 13.05%+252.2pp |
| Employer contribution / active EE | $2,204 | $35,642-93.8% | $25,154-91.2% | $37,639-94.1% |
| Participant deferral / active EE | $0 | $9-100.0% | $47-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $275-100.0% | $7,182-100.0% | $30,864-100.0% |