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 ADVISORS9+ years Service code 27 · EIN 23-3087064 | Advisory (Plan) | $246,126 |
BENESYS, INC.5 years Service code 13 700 TOWERS DRIVE · TROY, MI 48098 | Contract Administrator | $133,157 |
Service code 11 · EIN 23-1700844 | Actuarial | $49,850 |
O'DONOGHUE & O'DONOGHUE4 years Filed as: ODONOGHUE & ODONOGHUE LLP Service code 29 5301 WISCONSIN AVE., NW, SUITE 800 · WASHINGTON, DC 20015 | Legal | $23,847 |
FISCHER DORWART, P.C.7 years Filed as: FISCHER DORWART, PC Service code 10 · EIN 23-2247478 | Accounting | $22,500 |
US BANK9+ years Service code 19 · EIN 31-0841368 | Securities Custodian | $18,485 |
KANG HAGGERTY & FETBROYT1 year Filed as: KANG HAGGERTY Service code 29 123 S. BROAD STREET, SUITE 1950 · PHILADELPHIA, PA 19109 | Legal | $7,185 |
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 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 10.67% | 11.08%-0.4pp | 8.09%+2.6pp | 8.76%+1.9pp |
| Employer contribution / active EE | $17,049 | $13,876+22.9% | $28,732-40.7% | $16,627+2.5% |
| Participant deferral / active EE | $0 | $7,576-100.0% | $7-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |