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 |
|---|---|---|
BENESYS, INC.2+ years Filed as: UNITED ACTUARIAL SERVICES, INC Service code 11 · EIN 35-2156428 11590 N. MERIDIAN ST., SUITE 610 · CARMEL, IN 46032 | Actuarial | $31,100 |
HEALTHSCOPE BENEFITS2+ years Filed as: HEALTHSCOPE BENEFITS, INC Service code 13 · EIN 71-0847266 8901 OTIS AVE., STE 200 · INDIANAPOLIS, IN 46216 | Contract Administrator | $25,896 |
INVESTMENT CONSULTING GROUP2+ years Service code 27 · EIN 42-1358707 5117 JERSEY RIDGE ROAD, SUITE 1 · DAVENPORT, IA 52807 | Advisory (Plan) | $21,000 |
CALIBRE CPA GROUP PLLC2+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 230 W MONROE STREET, SUITE 300 · CHICAGO, IL 60606 | Accounting | $18,938 |
JOHNSON & KROL, LLC2+ years Service code 29 · EIN 36-4342024 311 S WACKER DRIVE · SUITE, IL 60606 | Legal | $14,597 |
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 | $1,723,788-100.0% | $411,917-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 1.9%-1.9pp |
| Annual return | 13.95% | 13.03%+0.9pp | 10.36%+3.6pp | 23.90%-9.9pp |
| Employer contribution / active EE | $12,614 | $15,779-20.1% | $37,738-66.6% | $16,539-23.7% |
| Participant deferral / active EE | $0 | $72-100.0% | $137-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $15,661-100.0% | $18,975-100.0% |