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 |
|---|---|---|
USI CONSULTING GROUP4 years Service code 11 · EIN 06-1053228 | Actuarial | $38,650 |
XPYRIA INVESTMENT ADVISORS10+ years Service code 28 · EIN 25-1635188 | Investment Management | $26,645 |
CENTRAL DATA SERVICES10+ years Service code 13 · EIN 25-1352803 | Contract Administrator | $23,000 |
MEYER, UNKOVIC & SCOTT3 years Filed as: MEYER UNKOVIC Service code 29 · EIN 25-4009021 | Legal | $20,202 |
Filed as: KOZICKI HUGHES TICKERHOOF Service code 10 · EIN 55-0526247 | Accounting | $9,000 |
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.
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 | $53-100.0% | $181,048-100.0% | $49,655-100.0% |
| Participation rate | 0.0% | 50.0%-50.0pp | 22.4%-22.4pp | 17.1%-17.1pp |
| Annual return | -2.29% | 11.85%-14.1pp | 9.65%-11.9pp | 9.82%-12.1pp |
| Employer contribution / active EE | $6,953 | $8,767-20.7% | $26,259-73.5% | $13,587-48.8% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $81-100.0% |
| Admin fee / account holder | $0 | $0 | $749-100.0% | $2,893-100.0% |