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 BANK8+ years Filed as: US BANK N.A. Service code 28 · EIN 31-0841368 | Investment Management | $114,713 |
BPA OF WI A BENESYS COMPANY2 years Service code 10 · EIN 39-1400101 | Accounting | $88,154 |
BENESYS, INC.8+ years Filed as: UNITED ACTUARIAL SERVICES Service code 11 · EIN 35-2156428 | Actuarial | $24,200 |
LEE CPA AUDIT GROUP8+ years Filed as: LEE JOST & ASSOCIATES Service code 17 · EIN 39-1400101 | Pension Consulting | $17,121 |
SIKICH LLP3 years Service code 10 · EIN 36-3168081 | Accounting | $16,360 |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $4,369,090-100.0% | $473,625-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 4.8%-4.8pp | 37.3%-37.3pp | 2.3%-2.3pp |
| Annual return | -0.18% | 7.15%-7.3pp | 20.18%-20.4pp | 37.74%-37.9pp |
| Employer contribution / active EE | $13,732 | $13,270+3.5% | $29,108-52.8% | $15,781-13.0% |
| Participant deferral / active EE | $0 | $732-100.0% | $6-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $12,034-100.0% | $2,262-100.0% | $9,287-100.0% |