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 |
|---|---|---|
BENEFITS MANAGEMENT GROUP, INC.10+ years Service code 13 625 ENTERPRISE DRIVE · OAK BROOK, IL 60523 | Contract Administrator | $58,714 |
COMERICA BANK10+ years Service code 19 · EIN 38-0477375 | Securities Custodian | $50,866 |
CUNI, RUST & STRENK10+ years Service code 11 4555 LAKE FORREST DR., SUITE 620 · CINCINNATI, OH 45242 | Actuarial | $50,775 |
CAP FINANCIAL PARTNERS, LLC10+ years Filed as: CAP TRUST Service code 27 525 W. MONROE 560 · CHICAGO, IL 60661 | Advisory (Plan) | $50,000 |
BONADIO & CO., LLP1 year Service code 10 · EIN 16-1131146 | Accounting | $30,500 |
MACALA & PIATT, LLC10+ years Filed as: MACALA & PIATT L.L.C. Service code 29 601 S. MAIN · NORTH CANTON, OH 44720 | Legal | $13,937 |
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 | $33,520-100.0% | $201,416-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 2.1%-2.1pp |
| Annual return | 7.91% | 11.01%-3.1pp | 8.09%-0.2pp | 7.65%+0.3pp |
| Employer contribution / active EE | $21,696 | $13,413+61.7% | $28,732-24.5% | $20,599+5.3% |
| Participant deferral / active EE | $0 | $0 | $7-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $60,136-100.0% | $193-100.0% |