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 |
|---|---|---|
CHEIRON5+ years Filed as: CHEIRON, INC. Service code 11 200 W. MONROE STREET, STE. 1800 · CHICAGO, IL 60606 | Actuarial | $26,547 |
MARGE MUSGRAVE5+ years Service code 30 · EIN 37-6155648 | Employee (plan) | $24,054 |
CLIFTONLARSONALLEN LLP2 years Service code 10 · EIN 41-0746749 220 S. 6TH STREET, STE. 300 · MINNEAPOLIS, MN 55402 | Accounting | $23,733 |
URDA PROFESSIONAL CORPORATION1 year Service code 29 205 W JEFFERSON BLVD #210 · SOUTH BEND, ID 46601 | Legal | $9,954 |
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 | $274,636-100.0% | $247,190-100.0% | $254,510-100.0% |
| Participation rate | 0.0% | 19.5%-19.5pp | 15.2%-15.2pp | 43.0%-43.0pp |
| Annual return | 2.47% | 7.44%-5.0pp | 7.87%-5.4pp | 259.13%-256.7pp |
| Employer contribution / active EE | $0 | $36,953-100.0% | $31,768-100.0% | $41,469-100.0% |
| Participant deferral / active EE | $0 | $171-100.0% | $241-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $288,252-100.0% | $240,514-100.0% | $21,546-100.0% |