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 |
|---|---|---|
ASCENSUS LLC1 year Filed as: LEDBETTER PARTNERS LLC Service code 29 · EIN 03-0599899 | Legal | $50,582 |
Service code 29 · EIN 34-4439491 | Legal | $37,726 |
WEDGE CAPITAL MANAGEMENT1 year Filed as: WEDGE CAPITAL MANAGEMENT LLP Service code 28 · EIN 56-1557450 | Investment Management | $27,491 |
Service code 10 · EIN 31-0800053 | Accounting | $26,700 |
CUNI, RUST & STRENK10+ years Service code 11 · EIN 31-1227755 | Actuarial | $25,387 |
AMERICAN REALTY ADVISORS10+ years Filed as: AMERICAN BENEFIT CORPORATION Service code 13 · EIN 55-0672859 | Contract Administrator | $22,453 |
US BANK10+ years Service code 21 · EIN 41-6271370 | Bank Trustee | $19,254 |
MARINER LLC1 year Filed as: MARINER INSTITUTIONAL, LLC Service code 27 · EIN 59-3676225 | Advisory (Plan) | $17,043 |
THE SEGAL COMPANY1 year Filed as: SEGAL SELECT INSURANCE SERVICES INC Service code 23 · EIN 46-0619194 | Insurance services; Direct payment fr... | $13,154 |
FRSECURE1 year Filed as: FRSECURE LLC Service code 16 · EIN 26-3247185 | Consulting | $5,220 |
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 | $53-100.0% | $178,317-100.0% | $49,655-100.0% |
| Participation rate | 0.0% | 50.0%-50.0pp | 20.5%-20.5pp | 18.6%-18.6pp |
| Annual return | 7.69% | 12.40%-4.7pp | 9.57%-1.9pp | 9.77%-2.1pp |
| Employer contribution / active EE | $13,859 | $8,404+64.9% | $26,706-48.1% | $13,890-0.2% |
| Participant deferral / active EE | $0 | $0 | $213-100.0% | $102-100.0% |
| Admin fee / account holder | $0 | $0 | $1,620-100.0% | $2,893-100.0% |