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 BANK10+ years Filed as: US BANK N.A. Service code 28 · EIN 31-0841368 | Investment Management | $156,152 |
BPA OF WI A BENESYS COMPANY4 years Service code 10 · EIN 39-1400101 | Accounting | $81,912 |
BENESYS, INC.10+ years Filed as: UNITED ACTUARIAL SERVICES Service code 11 · EIN 35-2156428 | Actuarial | $28,050 |
SIKICH LLP5 years Service code 10 · EIN 36-3168081 | Accounting | $18,290 |
LEE CPA AUDIT GROUP10+ years Filed as: LEE JOST & ASSOCIATES Service code 17 · EIN 39-1400101 | Pension Consulting | $17,121 |
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 | $0 | $181,048-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.4%-22.4pp | 0.0%0pp |
| Annual return | 8.63% | 9.24%-0.6pp | 9.65%-1.0pp | 10.71%-2.1pp |
| Employer contribution / active EE | $15,465 | $14,215+8.8% | $26,259-41.1% | $14,986+3.2% |
| Participant deferral / active EE | $0 | $1,686-100.0% | $145-100.0% | $1,686-100.0% |
| Admin fee / account holder | $0 | $0 | $749-100.0% | - |