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 |
|---|---|---|
BENEFIT TRUST COMPANY6+ years Service code 21 · EIN 43-0995254 5901 COLLEGE BLVD. · OVERLAND PARK, KS 66211 | Bank Trustee | $58,462 |
MILLIMAN, INC.6+ years Service code 11 · EIN 91-0675641 | Actuarial | $22,252 |
WILLIAMS KEEPERS LLC3 years Filed as: WILLIAMS-KEEPERS Service code 10 · EIN 43-1126847 | Accounting | $11,750 |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $409,661-100.0% | $477,209-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.2%-10.2pp | 1.7%-1.7pp |
| Annual return | 6.21% | 10.60%-4.4pp | -2.84%+9.0pp | 627.08%-620.9pp |
| Employer contribution / active EE | $20,690 | $19,729+4.9% | $33,329-37.9% | $18,824+9.9% |
| Participant deferral / active EE | $0 | $349-100.0% | $51-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $2,475-100.0% | $1,923-100.0% |