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 9-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 |
|---|---|---|
TOPEL FORMAN LLC6+ years Service code 10 · EIN 36-2469413 | Accounting | $58,211 |
MARQUETTE ASSOCIATES3 years Service code 28 · EIN 36-3485298 | Investment Management | $52,500 |
Service code 29 · EIN 36-3815082 | Legal | $41,814 |
TED WINDSOR & ASSOCIATES3 years Service code 11 · EIN 36-4374704 | Actuarial | $28,400 |
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 | $82,186-100.0% | $151,098-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.3%-16.3pp | 3.6%-3.6pp |
| Annual return | 10.54% | 13.92%-3.4pp | 11.31%-0.8pp | 11.84%-1.3pp |
| Employer contribution / active EE | $1,322 | $18,856-93.0% | $35,729-96.3% | $17,339-92.4% |
| Participant deferral / active EE | $0 | $2,000-100.0% | $237-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $409-100.0% | $20,124-100.0% | $409-100.0% |