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 |
|---|---|---|
MERCER2+ years Filed as: PAVILION ADVISORY GROUP Service code 27 · EIN 04-3831795 | Advisory (Plan) | $310,305 |
LEGACY PROFESSIONALS LLP2+ years Service code 10 · EIN 32-0043599 | Accounting | $79,754 |
DOUG JOHNSTON2+ years Service code 20 · EIN 36-6489098 | Employee (plan); Trustee (individual) | $76,231 |
MILAN DIKLICH2+ years Service code 14 · EIN 36-6489098 | Plan Administrator | $76,038 |
THE SEGAL COMPANY1 year Filed as: SEGAL CONSULTING Service code 11 · EIN 13-1975125 | Actuarial | $73,134 |
WILLIAM BLAIR2+ years Filed as: WILLIAM MCINTYRE Service code 30 · EIN 36-6489098 | Employee (plan) | $71,498 |
SEAN MEAD2+ years Filed as: SEAN ALLEN Service code 30 · EIN 36-6489098 | Employee (plan) | $71,445 |
ASHER, GITTLER & D'ALBA, LTD.2+ years Filed as: ASHER, GITTLER & D'ALBA Service code 29 · EIN 36-2786883 | Legal | $57,666 |
MELODY NEYLAND2+ years Service code 30 · EIN 36-6489098 | Employee (plan) | $47,530 |
CHRISTINE KING2+ years Filed as: CHRISTINE CHELTON Service code 30 · EIN 36-6489098 | Employee (plan) | $41,162 |
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.
Annual investment return 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 | $0 | $128,366-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 0.0%0pp |
| Annual return | 10.28% | 13.46%-3.2pp | 9.39%+0.9pp | 17.84%-7.6pp |
| Employer contribution / active EE | $12,829 | $16,846-23.8% | $33,466-61.7% | $14,688-12.7% |
| Participant deferral / active EE | $0 | $2,459-100.0% | $657-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $2,132-100.0% | - |