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 9-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 |
|---|---|---|
STANLEY BENEFIT SERVICES, INC.1+ years Filed as: STANLEY, HUNT, DUPREE & RHINE Service code 11 · EIN 56-1368984 | Actuarial | $31,536 |
THE BANK OF NEW YORK MELLON1+ years Filed as: U.S.BANK Service code 21 · EIN 31-0841368 | Bank Trustee | $17,782 |
CLIFTONLARSONALLEN LLP1+ years Filed as: CLIFTON LARSON ALLEN, LLP Service code 10 · EIN 41-0746749 | Accounting | $10,000 |
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 | $199,435-100.0% | $186,087-100.0% | $222,458-100.0% |
| Participation rate | 0.0% | 59.6%-59.6pp | 37.8%-37.8pp | 48.7%-48.7pp |
| Annual return | -1.81% | -2.05%+0.2pp | -2.13%+0.3pp | -2.16%+0.4pp |
| Employer contribution / active EE | $18,500 | $44,216-58.2% | $34,127-45.8% | $42,957-56.9% |
| Participant deferral / active EE | $0 | $109-100.0% | $131-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $1,011-100.0% | $941-100.0% | $12,572-100.0% |