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 |
|---|---|---|
SEI INVESTMENTS9 years Filed as: SEI INVESTMENTS MANAGEMENT CORP Service code 19 · EIN 04-2452803 | Securities Custodian | $290,060 |
OCTOBER THREE CONSULTING LLC10+ years Service code 11 · EIN 27-1503891 | Actuarial | $105,930 |
PLANTE & MORAN, PLLC11+ years Service code 10 · EIN 33-1498605 | Accounting | $28,500 |
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 | $49,655-100.0% | $505,629-100.0% | $49,655-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 39.0%-39.0pp | 17.1%-17.1pp |
| Annual return | 14.21% | 9.71%+4.5pp | 8.40%+5.8pp | 9.82%+4.4pp |
| Employer contribution / active EE | $105,087 | $16,356+542.5% | $39,312+167.3% | $13,587+673.5% |
| Participant deferral / active EE | $0 | $0 | $131-100.0% | $81-100.0% |
| Admin fee / account holder | $0 | $2,893-100.0% | $38,466-100.0% | $2,893-100.0% |