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 |
|---|---|---|
MARQUETTE ASSOCIATES4 years Service code 28 · EIN 36-3485298 | Investment Management | $70,000 |
TOPEL FORMAN LLC7+ years Service code 10 · EIN 36-2469413 | Accounting | $58,428 |
TED WINDSOR & ASSOCIATES4 years Service code 11 · EIN 36-4374704 | Actuarial | $30,300 |
Service code 29 · EIN 36-3815082 | Legal | $16,540 |
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 | $46,984-100.0% | $748,470-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.7%-21.7pp | 5.6%-5.6pp |
| Annual return | -10.08% | -7.97%-2.1pp | 0.46%-10.5pp | 39.77%-49.8pp |
| Employer contribution / active EE | $15,600 | $20,148-22.6% | $35,480-56.0% | $19,959-21.8% |
| Participant deferral / active EE | $0 | $2,300-100.0% | $231-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $29,938-100.0% | $62-100.0% |