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 |
|---|---|---|
BENESYS, INC.2+ years Filed as: UNITED ACTUARIAL SERVICES, INC. Service code 11 · EIN 35-2156428 | Actuarial | $27,900 |
THE BOGDAHN GROUP2+ years Service code 17 · EIN 59-3676225 | Pension Consulting | $24,000 |
BENEFIT PLAN ADMINISTRATORS2+ years Filed as: BENEFIT PLAN ADMINISTRATION Service code 14 · EIN 39-1400101 | Plan Administrator | $19,608 |
LEE CPA AUDIT GROUP2+ years Filed as: LEE JOST & ASSOCIATES Service code 16 · EIN 39-1400101 | Consulting | $18,288 |
FREYBERG HINKLE ET AL2+ years Service code 10 · EIN 39-1531945 | Accounting | $10,110 |
ASSOCIATED TRUST COMPANY2+ years Filed as: ASSOCIATED TRUST COMPANY NA Service code 13 · EIN 39-6576073 | Contract Administrator | $8,899 |
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 | $44,091-100.0% | $184,886-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 4.5%-4.5pp |
| Annual return | 10.70% | 11.09%-0.4pp | 8.32%+2.4pp | 13.95%-3.2pp |
| Employer contribution / active EE | $15,708 | $10,980+43.1% | $30,793-49.0% | $16,598-5.4% |
| Participant deferral / active EE | $0 | $4,074-100.0% | $90-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $2,802-100.0% | $612-100.0% |