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 |
|---|---|---|
DONALD J. LOWE ASSOCIATES, INC.10+ years Service code 13 · EIN 34-1464988 | Contract Administrator | $75,900 |
ANDCO CONSULTING6 years Service code 27 · EIN 59-3878225 | Advisory (Plan) | $50,574 |
CUNI, RUST & STRENK10+ years Filed as: CUNI, RUST AND STRENK Service code 11 · EIN 31-1227755 | Actuarial | $42,625 |
ALLOTTA FARLEY CO LPA10+ years Filed as: ALLOTTA FARLEY CO., LPA Service code 29 · EIN 34-1316963 | Legal | $31,116 |
CIUNI & PANICHI, INC.10+ years Service code 10 · EIN 34-1322309 | Accounting | $20,221 |
US BANK10+ years Filed as: US BANK NA Service code 27 · EIN 31-0841368 | Advisory (Plan) | $18,086 |
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.
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 | $290,873-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 27.8%-27.8pp | 0.0%0pp |
| Annual return | 7.72% | 8.76%-1.0pp | 7.18%+0.5pp | 8.76%-1.0pp |
| Employer contribution / active EE | $1,670 | $16,627-90.0% | $35,855-95.3% | $16,627-90.0% |
| Participant deferral / active EE | $0 | $888-100.0% | $162-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $1,724-100.0% | - |