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 |
|---|---|---|
US BANK5+ years Filed as: US BANK N.A. Service code 28 · EIN 31-0841368 | Investment Management | $124,470 |
BENEFIT PLAN ADMINISTRATORS5+ years Filed as: BENEFIT PLAN ADMINISTRATION Service code 10 · EIN 39-1400101 | Accounting | $83,747 |
BENESYS, INC.5+ years Filed as: UNITED ACTUARIAL SERVICES Service code 11 · EIN 35-2156428 | Actuarial | $25,983 |
LEE CPA AUDIT GROUP5+ years Filed as: LEE JOST & ASSOCIATES Service code 17 · EIN 39-1400101 | Pension Consulting | $17,121 |
FREYBERG HINKLE ET AL5+ years Service code 10 · EIN 39-1531945 | Accounting | $13,635 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,055,769-100.0% | $165,322-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.5%-32.5pp | 0.6%-0.6pp |
| Annual return | -2.15% | 6.41%-8.6pp | 8.01%-10.2pp | 11.45%-13.6pp |
| Employer contribution / active EE | $13,246 | $11,592+14.3% | $29,475-55.1% | $17,219-23.1% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $13,084-100.0% | $637-100.0% | $15,480-100.0% |