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 |
|---|---|---|
Service code 29 · EIN 36-4268991 | Legal | $130,732 |
HEALTHSCOPE BENEFITS5 years Service code 13 · EIN 71-0847266 | Contract Administrator | $72,459 |
UNITED ACTUARIAL SERVCIES6 years Filed as: UNITED ACTUARIAL Service code 11 · EIN 35-2156428 | Actuarial | $47,500 |
NATIONAL INVESTMENT SERVICES5 years Service code 27 · EIN 20-0005644 | Advisory (Plan) | $35,902 |
Filed as: BLUE & CO., LLC Service code 10 · EIN 35-1178661 | Accounting | $31,593 |
ASCENSUS LLC6 years Filed as: LEDBETTER PARISI, LLC Service code 29 · EIN 03-0599899 | Legal | $30,212 |
Filed as: WASHINGTON CAPITAL MANAGEMENT Service code 28 · EIN 91-1163419 | Investment Management | $16,781 |
THE SEGAL COMPANY6 years Filed as: SEGAL SELECT INSURANCE SERVICES INC Service code 22 · EIN 46-0619194 | Insurance Broker | $8,211 |
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 | 13.27% | 11.08%+2.2pp | 8.09%+5.2pp | 8.76%+4.5pp |
| Employer contribution / active EE | $22,779 | $13,910+63.8% | $28,674-20.6% | $16,640+36.9% |
| Participant deferral / active EE | $0 | $6,458-100.0% | $10-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |