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 |
|---|---|---|
Filed as: PEOPLES SECURITY BANK & TRUST Service code 27 · EIN 24-0603570 | Advisory (Plan) | $77,118 |
THE MCKEOGH COMPANY10+ years Service code 11 · EIN 23-3003375 | Actuarial | $34,422 |
Filed as: MMQ & ASSOCIATES P.C. Service code 10 · EIN 23-2226550 | Accounting | $13,400 |
KANG HAGGERTY & FETBROYT4 years Filed as: KANG HAGGERTY LLC Service code 29 · EIN 23-2220388 | Legal | $13,202 |
MERANZE KATZ AND GAUDIOSO PC8 years Service code 29 · EIN 23-1496747 | Legal | $13,000 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $181,048-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.4%-22.4pp | 0.0%0pp |
| Annual return | 6.94% | 9.24%-2.3pp | 9.65%-2.7pp | 10.71%-3.8pp |
| Employer contribution / active EE | $4,392 | $14,215-69.1% | $26,259-83.3% | $14,986-70.7% |
| Participant deferral / active EE | $0 | $1,686-100.0% | $145-100.0% | $1,686-100.0% |
| Admin fee / account holder | $0 | $0 | $749-100.0% | - |