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 |
|---|---|---|
EGPS3 years Filed as: EGPS, INC. Service code 11 · EIN 13-3180178 207 WEST 25TH STREET, 9TH FLOOR · NEW YORK, NY 10001 | Actuarial | $13,800 |
US BANK9+ years Service code 12 · EIN 39-1126909 800 NICOLLET MALL FL 2 · MINNEAPOLIS, MN 55402 | Claims processing | $9,340 |
CLIFTONLARSONALLEN LLP9+ years Service code 10 · EIN 41-0746749 220 SOUTH 6TH STREET, SUITE 300 · MINNEAPOLIS, MN 55402 | Accounting | $9,240 |
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 | $110,547-100.0% | $102,492-100.0% | $338,187-100.0% |
| Participation rate | 0.0% | 17.2%-17.2pp | 12.2%-12.2pp | 44.0%-44.0pp |
| Annual return | 13.38% | 3.51%+9.9pp | 5.17%+8.2pp | 13.05%+0.3pp |
| Employer contribution / active EE | $0 | $33,893-100.0% | $26,422-100.0% | $37,639-100.0% |
| Participant deferral / active EE | $0 | $43-100.0% | $78-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $22,109-100.0% | $16,625-100.0% | $30,864-100.0% |