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 |
|---|---|---|
THE SEGAL COMPANY7+ years Service code 11 · EIN 13-1975125 | Actuarial | $43,654 |
LSV ASSET MANAGEMENT7+ years Service code 28 · EIN 23-2772200 | Investment Management | $40,877 |
BANSLEY AND KIENER, LLP7+ years Service code 10 · EIN 36-2152389 | Accounting | $15,500 |
COMERICA BANK7+ years Service code 19 · EIN 36-6550487 | Securities Custodian | $12,088 |
MARQUETTE ASSOCIATES1 year Filed as: MARQUETTE ASSOCIATES INC Service code 27 · EIN 36-3485298 | Advisory (Plan) | $10,000 |
OGLETREE DEAKINS1 year Filed as: OGLETREE, DEAKINS, NASH, ET AL., PC Service code 29 · EIN 57-1044820 | Legal | $5,813 |
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 | $242,135-100.0% | $319,010-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 22.4%-22.4pp | 47.0%-47.0pp | 9.9%-9.9pp |
| Annual return | -3.41% | -11.21%+7.8pp | 10.22%-13.6pp | -5.25%+1.8pp |
| Employer contribution / active EE | $43,375 | $17,775+144.0% | $51,215-15.3% | $15,166+186.0% |
| Participant deferral / active EE | $0 | $0 | $129-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $21,137-100.0% | $10,810-100.0% | $3,859-100.0% |