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 |
|---|---|---|
ZENITH AMERICAN SOLUTIONS2+ years Filed as: ZENITH AMERICAN SOLUTIONS, INC. Service code 14 · EIN 52-1590516 | Plan Administrator | $174,815 |
Filed as: BROWNSTEIN HYATT FARBER SCHRECK,LLP Service code 29 · EIN 26-1367865 | Legal | $127,188 |
MILLIMAN, INC.2+ years Service code 11 · EIN 91-0675641 | Actuarial | $118,534 |
VERUS2+ years Filed as: VERUS ADVISORY, INC. Service code 27 · EIN 91-1320111 | Advisory (Plan) | $105,417 |
STEWART ARCHIBALD & BARNEY, LLP2+ years Filed as: STEWART, ARCHIBALD & BARNEY, LLP Service code 10 · EIN 88-0382649 | Accounting | $99,499 |
JPMORGAN INVEST HOLDINGS LLC2+ years Filed as: JPMORGAN CHASE BANK, N.A. Service code 24 · EIN 13-4994650 | Discretionary Trustee | $94,450 |
BMO HARRIS BANK NA2+ years Service code 19 · EIN 36-2085229 | Securities Custodian | $61,507 |
Service code 28 · EIN 04-3063840 | Investment Management | $42,333 |
THE URBAN LAW FIRM2+ years Service code 29 · EIN 75-2986189 | Legal | $41,233 |
CRAGIN & PIKE, INC2+ years Service code 22 · EIN 88-0101990 | Insurance Broker | $16,799 |
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.
Employer contribution per participant 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 | $381,942,733-100.0% | $115,507-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.8%-42.8pp | 0.0%0pp |
| Annual return | 5.89% | 9.19%-3.3pp | 4.07%+1.8pp | 9.19%-3.3pp |
| Employer contribution / active EE | $3,323 | $12,608-73.6% | $45,149-92.6% | $12,608-73.6% |
| Participant deferral / active EE | $0 | $1,615-100.0% | $92-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $203,571-100.0% | $2,655,710-100.0% |