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 |
|---|---|---|
Service code 27 · EIN 48-1140940 | Advisory (Plan) | $82,033 |
MILLER KAPLAN ARASE LLP10+ years Service code 10 · EIN 95-2036255 | Accounting | $58,631 |
SCHWARTZ STEINSAPIR DOHRMANN & SOMM10+ years Service code 29 · EIN 95-2077781 | Legal | $48,303 |
THE SEGAL COMPANY10+ years Filed as: THE SEGAL COMPANY, WESTERN STATES Service code 11 · EIN 94-1503999 | Actuarial | $41,266 |
RVK, INC.10+ years Service code 17 · EIN 93-0910652 | Pension Consulting | $39,458 |
Service code 15 · EIN 23-2182079 | Recordkeeping | $14,070 |
TRANSOMATIC CORPORATION9 years Service code 15 · EIN 54-2103755 | Recordkeeping | $13,793 |
NORTHERN TRUST COMPANY10+ years Filed as: THE NORTHERN TRUST CO. Service code 18 · EIN 36-1561860 | Direct payment from the plan; Trustee... | $11,935 |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $33,520-100.0% | $319,563-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 2.1%-2.1pp | 41.2%-41.2pp | 2.1%-2.1pp |
| Annual return | 2.67% | 7.65%-5.0pp | 7.21%-4.5pp | 7.65%-5.0pp |
| Employer contribution / active EE | $435 | $20,599-97.9% | $33,209-98.7% | $20,599-97.9% |
| Participant deferral / active EE | $0 | $1,172-100.0% | $48-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $196-100.0% | $193-100.0% |