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 |
|---|---|---|
SEI INVESTMENTS7+ years Filed as: SEI INVESTMENTS COMPANY Service code 28 · EIN 27-1707341 | Investment Management | $1,046,677 |
ZENITH AMERICAN SOLUTIONS7+ years Service code 10 · EIN 52-1590516 | Accounting | $103,696 |
THE SEGAL COMPANY7+ years Service code 11 · EIN 13-1975125 | Actuarial | $92,960 |
UNION BANK & TRUST COMPANY7+ years Filed as: UNION BANK AND TRUST Service code 19 · EIN 41-1267434 | Securities Custodian | $81,006 |
Service code 13 · EIN 82-0709001 | Contract Administrator | $69,783 |
Filed as: REINHART BOERNER VAN DUEREN SC Service code 29 · EIN 39-1126909 | Legal | $66,426 |
WHITESTAR ADVISORS, LLC7+ years Filed as: WHITESTAR ADVISORS LLC Service code 28 · EIN 03-0496641 | Investment Management | $25,606 |
LEGACY PROFESSIONALS LLP7+ years Service code 10 · EIN 32-0043599 | Accounting | $16,900 |
STANDARD VALUATIONS3 years Filed as: STANDARD VALUATIONS, INC. Service code 27 · EIN 41-1327339 | Advisory (Plan) | $15,000 |
QUALITY RESOURCE GROUP1 year Filed as: QUALITY RESOURCE GROUP, INC. Service code 36 · EIN 41-1762007 | Copying and duplicating | $7,136 |
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 | $533,469-100.0% | $201,582-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 0.7%-0.7pp |
| Annual return | 13.52% | 24.46%-10.9pp | 11.08%+2.4pp | 13.24%+0.3pp |
| Employer contribution / active EE | $20,731 | $11,981+73.0% | $28,409-27.0% | $14,616+41.8% |
| Participant deferral / active EE | $0 | $0 | $86-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $5,364-100.0% | $6,559-100.0% | $4,137-100.0% |