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 |
|---|---|---|
WILSON-MCSHANE CORPORATION2+ years Service code 13 · EIN 41-0956552 | Contract Administrator | $136,783 |
BENESYS, INC.2+ years Filed as: UNITED ACTUARIAL SERVICES, INC. Service code 11 · EIN 35-2156428 | Actuarial | $71,000 |
Service code 12 · EIN 13-3689044 | Shareholder servicing fees; Recordkee... | $60,422 |
BLAKE & UHLIG, P.A.2+ years Service code 29 · EIN 48-0918231 | Legal | $45,073 |
CLIFTONLARSONALLEN LLP2+ years Service code 10 · EIN 41-0746749 | Accounting | $34,877 |
ROCKHILL ORTHOPAEDICS, P.C.2+ years Service code 49 120 NE ST LUKES BLVD #200 · LEES SUMMIT, MO 64086 | Other Services | $10,874 |
SALTER & COMPANY, LLC1 year Filed as: SALTER & COMPANY LLC Service code 10 · EIN 20-8078757 | Accounting | $5,763 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $411,917-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 9.64% | 12.92%-3.3pp | 10.36%-0.7pp | 17.84%-8.2pp |
| Employer contribution / active EE | $10,963 | $14,070-22.1% | $37,738-71.0% | $14,688-25.4% |
| Participant deferral / active EE | $0 | $21-100.0% | $137-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $15,661-100.0% | - |