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 |
|---|---|---|
PFM ADVISORS8+ years Service code 27 · EIN 23-3087064 | Advisory (Plan) | $270,106 |
BENESYS, INC.4 years Service code 13 700 TOWERS DRIVE · TROY, MI 48098 | Contract Administrator | $129,254 |
Service code 11 · EIN 23-1700844 | Actuarial | $57,600 |
FISCHER DORWART, P.C.6 years Filed as: FISCHER DORWART, PC Service code 10 · EIN 23-2247478 | Accounting | $19,000 |
O'DONOGHUE & O'DONOGHUE3 years Filed as: ODONOGHUE & ODONOGHUE LLP Service code 29 5301 WISCONSIN AVE., NW, SUITE 800 · WASHINGTON, DC 20015 | Legal | $18,107 |
US BANK8+ years Service code 19 · EIN 31-0841368 | Securities Custodian | $9,582 |
KNAG HAGGERTY & FEYROT, LLC5 years Service code 29 123 S. BROAD STREET, SUITE 1670 · PHILADELPHIA, PA 19109 | Legal | $8,162 |
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 | $4,369,090-100.0% | $473,625-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 4.8%-4.8pp | 37.3%-37.3pp | 2.3%-2.3pp |
| Annual return | -0.51% | 7.15%-7.7pp | 20.18%-20.7pp | 37.74%-38.3pp |
| Employer contribution / active EE | $15,759 | $13,270+18.8% | $29,108-45.9% | $15,781-0.1% |
| Participant deferral / active EE | $0 | $732-100.0% | $6-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $12,034-100.0% | $2,262-100.0% | $9,287-100.0% |