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 |
|---|---|---|
RAEL & LETSON1+ years Service code 11 · EIN 94-1701048 | Actuarial | $54,125 |
MELISSA W. COOK & ASSOCIATES1+ years Filed as: COOK & ASSOCIATES Service code 29 · EIN 95-3245809 | Legal | $27,493 |
VERUS1+ years Service code 28 · EIN 91-1320111 | Investment Management | $17,188 |
A.J. LONGO & ASSOCIATES1+ years Filed as: A.J. LONGO & ASSOC Service code 23 · EIN 95-2970212 | Insurance services | $8,255 |
PKF O'CONNOR DAVIES, LLP1+ years Filed as: PKF,LLP Service code 10 · EIN 81-3391684 | Accounting | $8,170 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $52,729-100.0% | $442,730-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 12.6%-12.6pp |
| Annual return | -11.70% | 4.89%-16.6pp | 4.72%-16.4pp | 4.56%-16.3pp |
| Employer contribution / active EE | $16,976 | $13,673+24.2% | $30,821-44.9% | $15,526+9.3% |
| Participant deferral / active EE | $0 | $0 | $113-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $1,711-100.0% | $2,146-100.0% | $1,711-100.0% |