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 |
|---|---|---|
THE SEGAL COMPANY5 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $275,000 |
COMPUSYS OF UTAH, INC.10+ years Service code 13 · EIN 84-0869853 | Contract Administrator | $154,596 |
DEBOER & ASSOCIATES, PC10+ years Service code 10 · EIN 47-0836395 | Accounting | $121,465 |
BENESYS, INC.1 year Filed as: BENESYS Service code 13 · EIN 38-2383171 | Contract Administrator | $90,382 |
BENESYS, INC.10+ years Filed as: UNITED ACTUARIAL SERVICES, INC. Service code 11 · EIN 35-2156428 | Actuarial | $89,075 |
BLAKE & UHLIG, P.A.10+ years Service code 29 · EIN 48-0918231 | Legal | $85,337 |
IRON MOUNTAIN10+ years Service code 64 1000 CAMPUS DR · COLLEGEVILLE, PA 19426 | Recordkeeping Fees | $28,337 |
COMERICA BANK8 years Filed as: COMERICA Service code 19 · EIN 42-1741646 | Securities Custodian | $28,062 |
MCGRATH NORTH2 years Filed as: MCGRATH NORTH MULLIN & KRATZ PC Service code 29 · EIN 47-0551221 | Legal | $17,841 |
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 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 10.10% | 10.33%-0.2pp | 8.09%+2.0pp | 9.30%+0.8pp |
| Employer contribution / active EE | $14,029 | $14,972-6.3% | $28,732-51.2% | $12,557+11.7% |
| Participant deferral / active EE | $0 | $252-100.0% | $7-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |