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 |
|---|---|---|
THE SEGAL COMPANY8 years Filed as: THE SEGAL GROUP Service code 11 · EIN 31-1975125 1300 EAST NINTH ST SUITE 1900 · CLEVELAND, OH 44114 | Actuarial | $104,902 |
MARQUETTE ASSOCIATES11+ years Service code 27 · EIN 36-3485298 180 NORTH LASALLE ST SUITE 3500 · CHICAGO, IL 60601 | Advisory (Plan) | $78,833 |
AMERICAN REALTY ADVISORS11+ years Filed as: AMERICAN BENEFITS CORPORATION Service code 13 · EIN 55-0672859 9200 US ROUTE 60 · ONA, WV 25545 | Contract Administrator | $78,123 |
ASB CAPITAL MANAGEMENT9 years Service code 27 · EIN 52-2288019 7501 WISCONSIN AVE · BETHESDA, MD 20814 | Advisory (Plan) | $71,008 |
ASCENSUS LLC3 years Filed as: LEDBETTER PARTNERS LLC Service code 29 · EIN 03-0599899 5078 WOOSTER ROAD SUITE 400 · CINCINNATI, OH 45226 | Legal | $43,217 |
NATIONAL INVESTMENT SERVICES8 years Service code 27 · EIN 84-3937993 777 E WISCONSIN AVENUE · MILWAUKEE, WI 53202 | Advisory (Plan) | $34,809 |
ARISTOTLE CAPITAL MANAGEMENT2 years Service code 27 · EIN 95-4833644 11100 SANTA MONICA BOULEVARD · LOS ANGELES, CA 90025 | Advisory (Plan) | $31,132 |
GRAY, GRIFFITH & MAYS, A.C.8 years Service code 10 · EIN 55-0621482 707 VIRGINIA STREET E 400 · CHARLESTON, WV 25301 | Accounting | $24,620 |
KEYBANK NATIONAL ASSOCIATION8 years Filed as: KEYBANK Service code 49 · EIN 34-1586030 127 PUBLIC SQUARE · CLEVELAND, OH 44114 | Other Services | $13,502 |
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 | $105,290-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.3%-12.3pp | 0.0%0pp |
| Annual return | 14.50% | 8.43%+6.1pp | 52.39%-37.9pp | 10.71%+3.8pp |
| Employer contribution / active EE | $13,231 | $8,563+54.5% | $23,486-43.7% | $14,986-11.7% |
| Participant deferral / active EE | $0 | $390-100.0% | $224-100.0% | $1,686-100.0% |
| Admin fee / account holder | $0 | $0 | $4,431-100.0% | - |