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 |
|---|---|---|
HORIZON ACTUARIAL SERVICES, LLC10+ years Filed as: HORIZON ACTUARIAL SERVICES Service code 11 · EIN 26-1370698 | Actuarial | $164,520 |
PACIFIC SOUTHWEST ADMINISTRATORS10+ years Service code 12 · EIN 46-4942970 | Copying and duplicating; Direct payme... | $138,402 |
VERUS2 years Filed as: VERUS ADVISORY, INC Service code 27 · EIN 91-1320111 | Advisory (Plan) | $80,000 |
SEYFARTH SHAW LLP10+ years Filed as: SEYFARTH, SHAW, LLP Service code 29 · EIN 36-2152202 | Legal | $77,781 |
INVESCO1 year Service code 28 · EIN 98-0557567 | Investment Management | $39,182 |
MILLER KAPLAN ARASE LLP10+ years Service code 10 · EIN 95-2036255 | Accounting | $33,705 |
Filed as: WOHLNER, KAPLON, CUTLER, ET AL Service code 29 · EIN 95-4177931 | Legal | $21,567 |
Filed as: U.S. BANK, NA Service code 21 · EIN 31-0841368 | Bank Trustee | $15,046 |
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.
Annual investment return 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 | $62,678-100.0% | $201,416-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 25.0%-25.0pp | 32.7%-32.7pp | 11.0%-11.0pp |
| Annual return | -4.30% | 7.29%-11.6pp | 8.09%-12.4pp | 8.23%-12.5pp |
| Employer contribution / active EE | $2,853 | $9,761-70.8% | $28,732-90.1% | $13,859-79.4% |
| Participant deferral / active EE | $0 | $0 | $7-100.0% | $61-100.0% |
| Admin fee / account holder | $0 | $788-100.0% | $60,136-100.0% | $1,652-100.0% |