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 |
|---|---|---|
SEI INVESTMENTS9+ years Filed as: SEI TRUST COMPANY Service code 21 · EIN 06-1271230 | Bank Trustee | $2,306,814 |
HORIZON ACTUARIAL SERVICES, LLC9+ years Filed as: HORIZON ACTUARIAL SERVICES Service code 11 · EIN 26-1370698 | Actuarial | $147,492 |
AMANDA SNIDER DOREN3 years Filed as: AMANDA YOUNG Service code 30 · EIN 36-6219639 | Employee (plan) | $110,260 |
CALIBRE CPA GROUP PLLC9+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $102,366 |
DEBORAH DANNER2 years Filed as: DEBORAH FRENCH Service code 30 · EIN 36-6219639 | Employee (plan) | $89,848 |
Service code 16 · EIN 52-1796473 | Consulting | $74,971 |
Service code 29 · EIN 36-2744057 | Legal | $69,367 |
DAVID ROMANO3 years Filed as: DAVID UGARTE Service code 30 · EIN 36-6219639 | Employee (plan) | $62,962 |
ALEXANDRIA ALEJANDRES2 years Service code 30 · EIN 36-6219639 | Employee (plan) | $55,289 |
MICHELE ZUNNO1 year Filed as: MICHELE CIMINO Service code 30 · EIN 36-6219639 | Employee (plan) | $48,641 |
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 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 13.73% | 10.33%+3.4pp | 8.09%+5.6pp | 9.30%+4.4pp |
| Employer contribution / active EE | $24,042 | $14,972+60.6% | $28,732-16.3% | $12,557+91.5% |
| Participant deferral / active EE | $0 | $252-100.0% | $7-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |