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 |
|---|---|---|
FINANCIAL ENGINES1 year Filed as: FINANCIAL ENGINES, INC. Service code 27 · EIN 94-3250323 | Advisory (Plan) | $51,136 |
COTTONWOOD ADVISORS, LLC3+ years Filed as: COTTONWOOD GROUP Service code 11 · EIN 20-5250908 | Actuarial | $38,400 |
Service code 29 · EIN 43-1706479 | Legal | $35,229 |
NOVAK BIRKS, P.C.3+ years Service code 10 · EIN 43-1122456 | Accounting | $27,180 |
BLAKE & UHLIG, P.A.1 year Filed as: BLAKE & UHLIG Service code 29 · EIN 48-0918231 | Legal | $10,564 |
MERTZ INSURANCE GROUP1 year Service code 23 323 CASTLE PINE CIRCLE · PAPILLION, NE 68133 | Insurance services | $8,936 |
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 | $44,091-100.0% | $184,886-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 4.5%-4.5pp |
| Annual return | 11.43% | 11.09%+0.3pp | 8.32%+3.1pp | 13.95%-2.5pp |
| Employer contribution / active EE | $18,611 | $10,980+69.5% | $30,793-39.6% | $16,598+12.1% |
| Participant deferral / active EE | $0 | $4,074-100.0% | $90-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $2,802-100.0% | $612-100.0% |