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 |
|---|---|---|
ZIEGLER CAPITAL MANAGEMENT, LLC2+ years Filed as: PATRICIA ZIEGLER Service code 30 · EIN 36-4198045 | Employee (plan) | $101,784 |
HEALTH PLAN SYSTEMS, INC.2+ years Service code 15 · EIN 01-0589640 | Recordkeeping | $86,848 |
LEGACY PROFESSIONALS LLP2+ years Service code 10 · EIN 32-0043599 | Accounting | $72,887 |
KENNETH RYAN2+ years Filed as: KENNETH MARSHALL Service code 30 · EIN 36-4198045 | Employee (plan) | $71,055 |
MICHAEL F. YATES & COMPANY, INC.2+ years Filed as: MICHAEL HICKEY Service code 30 · EIN 36-4198045 | Employee (plan) | $66,161 |
THE SEGAL COMPANY2+ years Filed as: THE SEGAL COMPANY (MIDWEST), INC. Service code 11 · EIN 13-1975125 | Actuarial | $55,644 |
MARCO CONSULTING GROUP2+ years Filed as: MARCO CONSULTING GROUP INC. Service code 27 · EIN 36-3555078 | Advisory (Plan) | $51,125 |
CRYSTAL IBC LLC1 year Filed as: CRYSTAL ABRAMS Service code 30 · EIN 36-4198045 | Employee (plan) | $45,521 |
Filed as: ZACK NAUTH Service code 14 · EIN 36-4198045 | Plan Administrator | $39,512 |
JOSEPH W. MCCARTHY & ASSOCIATES2+ years Filed as: JOSEPH CALI Service code 30 · EIN 36-4198045 | Employee (plan) | $32,429 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $57,821-100.0% | $115,939-100.0% | $57,821-100.0% |
| Participation rate | 0.0% | 5.5%-5.5pp | 19.3%-19.3pp | 5.5%-5.5pp |
| Annual return | 1.69% | 5.86%-4.2pp | 3.97%-2.3pp | 5.86%-4.2pp |
| Employer contribution / active EE | $394 | $10,137-96.1% | $28,168-98.6% | $10,137-96.1% |
| Participant deferral / active EE | $0 | $492-100.0% | $274-100.0% | $492-100.0% |
| Admin fee / account holder | $0 | $387-100.0% | $12,837-100.0% | $387-100.0% |