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 |
|---|---|---|
CHEIRON4+ years Filed as: CHEIRON, INC. Service code 11 200 W. MONROE STREET, STE. 1800 · CHICAGO, IL 60606 | Actuarial | $33,640 |
MARGE MUSGRAVE4+ years Service code 30 · EIN 37-6155648 | Employee (plan) | $24,054 |
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 41-0746749 220 S. 6TH STREET, STE. 300 · MINNEAPOLIS, MN 55402 | Accounting | $23,350 |
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 | $179,235-100.0% | $161,646-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 19.5%-19.5pp | 15.5%-15.5pp | 47.4%-47.4pp |
| Annual return | 3.39% | 12.78%-9.4pp | 12.93%-9.5pp | 12.16%-8.8pp |
| Employer contribution / active EE | $14,026 | $42,142-66.7% | $35,210-60.2% | $44,746-68.7% |
| Participant deferral / active EE | $0 | $435-100.0% | $458-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $5,275-100.0% | $4,659-100.0% | $17,640-100.0% |