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 COMPANY7 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $84,949 |
MILLIMAN, INC.10+ years Filed as: MILLIMAN, INC Service code 11 · EIN 91-0675641 | Actuarial | $65,163 |
WEAVER AND TIDWELL, LLP1 year Filed as: WEAVER & TIDWELL, LLP Service code 10 · EIN 75-0786316 | Accounting | $45,400 |
Filed as: ZAZZALI, P.C. Service code 29 · EIN 22-1973215 | Legal | $37,209 |
NORTHERN TRUST COMPANY5 years Filed as: NORTHERN TRUST Service code 28 · EIN 36-2723087 | Investment Management | $13,103 |
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 | $342,274-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 14.4%-14.4pp | 0.0%0pp |
| Annual return | 10.39% | 9.21%+1.2pp | 8.34%+2.1pp | 8.76%+1.6pp |
| Employer contribution / active EE | $8,289 | $15,607-46.9% | $30,799-73.1% | $16,627-50.1% |
| Participant deferral / active EE | $0 | $2,645-100.0% | $252-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $47,069-100.0% | - |