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 GROUP10+ years Service code 11 · EIN 05-1053228 | Actuarial | $168,889 |
KEY BANK NATIONAL ASSOCIATION10+ years Filed as: KEY BANK Service code 13 · EIN 23-7036607 | Contract Administrator | $27,847 |
FORVIS MAZARS, LLP2 years Service code 10 · EIN 44-0160260 | Accounting | $9,000 |
USI CONSULTING GROUP10+ years Filed as: USI ADVISORS Service code 27 · EIN 06-1397347 | Advisory (Plan) | $0 |
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 | $0 | $157,677-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 28.6%-28.6pp | 0.0%0pp |
| Annual return | 7.40% | 8.76%-1.4pp | 8.39%-1.0pp | 8.76%-1.4pp |
| Employer contribution / active EE | $26,111 | $16,627+57.0% | $41,487-37.1% | $16,627+57.0% |
| Participant deferral / active EE | $0 | $888-100.0% | $40-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $3,303-100.0% | - |