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 |
|---|---|---|
USI CONSULTING GROUP2 years Service code 13 · EIN 06-1053228 ONE SEAGATE · TOLEDO, OH 43604 | Contract Administrator | $15,543 |
ANDERS MINKLER HUBER & HELM LLP8+ years Filed as: ANDERS MINKLER HUBER & HELM, LLP Service code 10 · EIN 43-0831507 800 MARKET STREET · ST. LOUIS, MO 631012501 | Accounting | $12,900 |
SOUTHARD FINANCIAL3 years Service code 34 I-BANK TOWER SUITE 708 · MEMPHIS, TN 38157 | Direct payment from the plan; Valuati... | $6,700 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,883 | $102,553-58.2% | $151,611-71.7% | $66,914-35.9% |
| Participation rate | 99.5% | 85.5%+14.0pp | 87.5%+12.0pp | 69.8%+29.7pp |
| Annual return | 5.26% | -10.82%+16.1pp | 3.33%+1.9pp | 1.58%+3.7pp |
| Employer contribution / active EE | $2,570 | $4,180-38.5% | $6,166-58.3% | $2,544+1.0% |
| Participant deferral / active EE | $0 | $6,641-100.0% | $8,363-100.0% | $4,237-100.0% |
| Admin fee / account holder | $137 | $630-78.2% | $11,616-98.8% | $593-76.9% |