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 |
|---|---|---|
MARCO CONSULTING GROUP1+ years Service code 17 · EIN 36-3555078 | Pension Consulting | $132,490 |
BUCK GLOBAL, LLC1+ years Filed as: BUCK CONSULTANTS Service code 11 · EIN 13-3954297 | Actuarial | $103,024 |
AMERICAN REALTY ADVISORS1+ years Service code 28 · EIN 33-0123114 | Investment Management | $78,106 |
CALIBRE CPA GROUP PLLC1+ years Service code 10 · EIN 47-0900880 | Accounting | $19,500 |
CERIDIAN1+ years Service code 49 3311 EAST OLD SHAKOPEE ROAD · BLOOMINGTON, MN 55425 | Other Services | $15,185 |
ULLICO1+ years Service code 28 · EIN 13-1423090 | Investment Management | $10,092 |
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 | $36,706-100.0% | $108,235-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 18.1%-18.1pp | 32.2%-32.2pp | 15.7%-15.7pp |
| Annual return | 0.56% | -0.85%+1.4pp | -1.08%+1.6pp | -7.14%+7.7pp |
| Employer contribution / active EE | $56,240 | $14,391+290.8% | $35,779+57.2% | $14,613+284.9% |
| Participant deferral / active EE | $2,932 | $122+2305.0% | $238+1130.5% | $60+4774.1% |
| Admin fee / account holder | $0 | $210-100.0% | $13,449-100.0% | $1,191-100.0% |