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 |
|---|---|---|
NATIONAL INVESTMENT SERVICES7 years Service code 28 777 E WISCONSIN AVE, STE 2350 · MILWAUKEE, WI 53202 | Investment Management | $66,643 |
ISSI7 years Service code 70 3000 SOUTH LENOLA ROAD · MAPLE SHADE, NJ 08052 | Consulting Fees | $56,176 |
Service code 27 700 E. BUTTERFIELD ROAD · LOMBARD, IL 60148 | Advisory (Plan) | $44,709 |
NBPC10+ years Service code 10 · EIN 43-1122456 | Accounting | $44,647 |
ACRISURE1 year Service code 11 444 LIBERTY AVE, STE 605 · PITTSBURGH, PA 15222 | Actuarial | $37,539 |
AMERICAN FUNDS1 year Filed as: STOCKBRIDGE Service code 28 FOUR EMBARCADERO CENTER, STE 3300 · SAN FRANCISCO, CA 94111 | Investment Management | $37,117 |
FRANKLIN TEMPLETON1 year Filed as: CLARION PARTNERS Service code 28 ONE MADISON AVE · NEW YORK, NY 10010 | Investment Management | $31,389 |
DANIELLE WILEY7 years Service code 14 · EIN 44-6010180 | Plan Administrator | $29,573 |
Filed as: WASHINGTON CAPITAL Service code 28 1200 6TH AVE, STE 700 · SEATTLE, WA 98101 | Investment Management | $16,800 |
SPENCER FANE LLP10+ years Filed as: SPENCER FANE BRITT BROWNE LLP Service code 29 · EIN 44-0561981 | Legal | $14,165 |
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 | 8.80% | 9.24%-0.4pp | 9.65%-0.9pp | 10.71%-1.9pp |
| Employer contribution / active EE | $19,599 | $14,215+37.9% | $26,259-25.4% | $14,986+30.8% |
| 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% | - |