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 |
|---|---|---|
SOUTHWEST SERVICE ADMINISTRATORS8+ years Service code 13 · EIN 86-6951948 PO BOX 43170 · PHOENIX, AZ 85080 | Contract Administrator | $86,038 |
VERUS8+ years Filed as: VERUS INVESTMENTS Service code 28 · EIN 91-1320111 2321 ROSECRANS SUITE 2250 · EL SEGUNDO, CA 90245 | Investment Management | $50,000 |
MILLIMAN, INC.5 years Filed as: MILLIMAN Service code 11 71 S WACKER DR 31ST FLOOR · CHICAGO, IL 60606 | Actuarial | $37,714 |
Filed as: NOVARA TESIJA AND CATENACCI PLLC Service code 29 888 W BIG BEAVER RD SUITE 600 · TROY, MI 48083 | Legal | $27,903 |
THE SEGAL COMPANY4 years Filed as: SEGAL SELECT INSURANCE SERVICES Service code 23 · EIN 46-0619194 | Insurance services | $24,937 |
GUST ROSENFELD8+ years Service code 29 · EIN 86-0638003 ONE EAST WASHINGTON STREET #1600 · PHOENIX, AZ 85004 | Legal | $23,005 |
ASB CAPITAL MANAGEMENT8+ years Filed as: ASB ALLEGIANCE REAL ESTATE FUND Service code 29 · EIN 52-6257033 7501 WISCONSIN AVENUE SUITE 1500 W · BETHESDA, MD 22050 | Legal | $22,050 |
Filed as: PRINCIPAL CUSTODY SOLUTIONS Service code 10 711 HIGH STREET · DES MOINES, ID 50392 | Accounting | $18,268 |
BALDWIN & BALDWIN PLLC1 year Filed as: BALDWIN MOFFITT BEHM LLP Service code 10 · EIN 46-4370753 | Accounting | $12,500 |
PANAGORA ASSET MANAGEMENT5 years Service code 28 ONE INTERNATIONAL PLACE · BOSTON, MA 02110 | Investment Management | $12,405 |
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.
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 | $36,148-100.0% | $164,721-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 16.7%-16.7pp | 21.0%-21.0pp | 9.9%-9.9pp |
| Annual return | -15.39% | -4.92%-10.5pp | -5.84%-9.5pp | -5.25%-10.1pp |
| Employer contribution / active EE | $1,424 | $10,994-87.1% | $31,839-95.5% | $15,166-90.6% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $436-100.0% | $1,000-100.0% | $3,859-100.0% |