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 |
|---|---|---|
RICHARD GABRIEL ASSOCIATES2+ years Service code 11 · EIN 23-2817579 | Actuarial | $52,200 |
PFM ADVISORS2+ years Service code 27 · EIN 23-3087064 | Advisory (Plan) | $26,522 |
US BANK1 year Filed as: US BANK, N.A. Service code 15 · EIN 31-0841368 | Recordkeeping | $21,606 |
FISCHER DORWART, P.C.1 year Service code 10 · EIN 23-2247478 | Accounting | $12,500 |
MARKOWITZ & RICHMAN2+ years Service code 29 · EIN 23-2111581 | Legal | $6,750 |
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.
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 | $49,677-100.0% | $169,917-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.3%-10.3pp | 3.6%-3.6pp |
| Annual return | 1.59% | 7.64%-6.0pp | 7.98%-6.4pp | 11.88%-10.3pp |
| Employer contribution / active EE | $1,392 | $10,406-86.6% | $23,724-94.1% | $14,612-90.5% |
| Participant deferral / active EE | $0 | $130-100.0% | $53-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $636-100.0% | $637-100.0% |