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 |
|---|---|---|
WRIGHT INVESTORS SERVICE2+ years Filed as: WRIGHT INVESTORS' SERVICE, INC. Service code 28 · EIN 06-0700978 | Investment Management | $10,000 |
ACTUARIAL BENEFITS CORP2+ years Filed as: ACTUARIAL CONSULTING SERVICES INC Service code 11 · EIN 16-1186135 | Actuarial | $9,800 |
Service code 10 · EIN 47-1793720 | Accounting | $8,300 |
Filed as: LIPSITZ GREEN SCIME CAMBRIA Service code 29 · EIN 16-0922835 | Legal | $5,047 |
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 | $85,985-100.0% | $85,985-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 41.7%-41.7pp | 19.2%-19.2pp | 45.9%-45.9pp |
| Annual return | -3.19% | 15.47%-18.7pp | 14.20%-17.4pp | 10.21%-13.4pp |
| Employer contribution / active EE | $28 | $36,160-99.9% | $27,968-99.9% | $42,272-99.9% |
| Participant deferral / active EE | $0 | $606-100.0% | $576-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $6,028-100.0% | $6,028-100.0% | $13,518-100.0% |