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 |
|---|---|---|
STAIRWAY PARTNERS, LLC9 years Service code 27 · EIN 20-1164360 | Advisory (Plan) | $496,743 |
THE SEGAL COMPANY10+ years Service code 11 · EIN 13-1975125 | Actuarial | $244,993 |
Filed as: REINHART BOERNER VAN DUEREN Service code 29 · EIN 39-1126909 | Legal | $64,726 |
WILSON-MCSHANE CORPORATION10+ years Filed as: WILSON MCSHANE CORPORATION Service code 13 · EIN 41-0956552 | Contract Administrator | $63,844 |
Service code 29 · EIN 34-4439491 | Legal | $38,553 |
CLIFTONLARSONALLEN LLP10+ years Service code 10 · EIN 41-0746749 | Accounting | $24,413 |
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 | 10.19% | 9.24%+1.0pp | 9.65%+0.5pp | 10.71%-0.5pp |
| Employer contribution / active EE | $15,579 | $14,215+9.6% | $26,259-40.7% | $14,986+4.0% |
| 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% | - |