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 |
|---|---|---|
ZENITH AMERICAN SOLUTIONS2+ years Service code 10 · EIN 52-1590516 | Accounting | $252,508 |
HORIZON ACTUARIAL SERVICES, LLC2+ years Service code 11 · EIN 26-1370698 | Actuarial | $77,165 |
MEKETA INVESTMENT GROUP2+ years Filed as: MEKETA INVESTMENT GROUP, INC. Service code 27 · EIN 04-2659023 | Advisory (Plan) | $75,000 |
AMERICAN REALTY ADVISORS2+ years Service code 28 · EIN 33-0123114 | Investment Management | $42,409 |
Service code 29 · EIN 95-4177931 | Legal | $36,714 |
BERRY & CO., CPA'S LTD2+ years Service code 10 · EIN 88-0400174 | Accounting | $26,469 |
US BANK2+ years Filed as: UNION BANK, N.A. Service code 50 · EIN 94-0304228 | Direct Payment | $20,594 |
THE BANK OF NEW YORK MELLON2+ years Filed as: U.S. BANK, N.A. Service code 19 · EIN 31-0841368 | Securities Custodian | $20,000 |
Filed as: BAIRD ADVISORS Service code 28 · EIN 39-6037917 | Investment Management | $12,181 |
TREADWELL & ANDERSON, A PLC2+ years Filed as: TREADWELL & ANDERSON, PLC Service code 29 · EIN 95-4462267 | Legal | $9,688 |
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.
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 | $35,636-100.0% | $209,859-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 1.8%-1.8pp |
| Annual return | 6.92% | 3.49%+3.4pp | 4.16%+2.8pp | 7.18%-0.3pp |
| Employer contribution / active EE | $6,155 | $11,083-44.5% | $29,966-79.5% | $13,095-53.0% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $13,952-100.0% | $362-100.0% |