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 11 · EIN 13-3689044 | Actuarial | $344,125 |
BAKER TILLY US, LLP1 year Service code 10 · EIN 39-0859910 | Accounting | $21,013 |
NATIONAL FINANCIAL SERVICES7+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $164,233-100.0% | $344,859-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.5%-23.5pp | 0.0%0pp |
| Annual return | -18.29% | 2.77%-21.1pp | -8.02%-10.3pp | 2.77%-21.1pp |
| Employer contribution / active EE | $7,964 | $15,262-47.8% | $29,748-73.2% | $15,262-47.8% |
| Participant deferral / active EE | $0 | $691-100.0% | $13-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $388-100.0% | $1,015-100.0% |