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 10 · EIN 90-0532398 | Accounting | $100,000 |
FIRST BANK1 year Service code 19 · EIN 38-2641378 | Securities Custodian | $53,166 |
ANDCO CONSULTING2 years Service code 27 · EIN 59-3676225 | Advisory (Plan) | $34,000 |
REINHART BOERNER VAN DEUREN S.C.4+ years Filed as: REINHART ABOERNER VAN DEUREN S.C. Service code 29 · EIN 59-1126909 | Legal | $27,531 |
UNITED ACTUARIAL SERVCIES4+ years Service code 11 · EIN 35-2156428 | Actuarial | $17,250 |
Service code 10 · EIN 38-2284921 | Accounting | $13,350 |
ANDERSON, TACKMAN & COMPANY, PLC4+ years Service code 10 · EIN 38-1977929 | Accounting | $6,717 |
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 | $125,296-100.0% | $379,314-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 4.5%-4.5pp | 17.4%-17.4pp | 1.8%-1.8pp |
| Annual return | -4.60% | -1.12%-3.5pp | -2.18%-2.4pp | 0.19%-4.8pp |
| Employer contribution / active EE | $15,820 | $12,052+31.3% | $38,751-59.2% | $13,763+14.9% |
| Participant deferral / active EE | $0 | $86-100.0% | $151-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $0 | $4,180-100.0% | $426-100.0% |