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 COMPANY3+ years Service code 11 · EIN 13-1975125 | Actuarial | $95,003 |
ZENITH AMERICAN SOLUTIONS3+ years Service code 13 · EIN 52-1590516 | Contract Administrator | $78,998 |
CAVANAGH & O'HARA2+ years Service code 29 · EIN 37-1259635 | Legal | $55,348 |
ARGENT CAPITAL MANAGEMENT3+ years Filed as: ARGENT CAPITAL MANAGEMENT, LLC Service code 27 · EIN 43-1826950 | Advisory (Plan) | $31,562 |
MARQUETTE ASSOCIATES2+ years Filed as: MARQUETTE & ASSOCIATES, INC Service code 27 · EIN 36-3485295 | Advisory (Plan) | $30,000 |
BANSLEY AND KIENER, LLP3+ years Filed as: BANSLEY & KIENER, LLP Service code 10 · EIN 36-2152389 | Accounting | $21,375 |
ILLINOIS NATIONAL BANK3+ years Service code 19 · EIN 37-0274319 | Securities Custodian | $12,693 |
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 | $46,757-100.0% | $85,985-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.2%-19.2pp | 11.3%-11.3pp |
| Annual return | 11.50% | 9.21%+2.3pp | 14.20%-2.7pp | 10.41%+1.1pp |
| Employer contribution / active EE | $14,811 | $20,031-26.1% | $27,968-47.0% | $14,691+0.8% |
| Participant deferral / active EE | $0 | $226-100.0% | $576-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $2,646-100.0% | $6,028-100.0% | $2,646-100.0% |