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 GROUP3+ years Service code 11 · EIN 05-1053228 | Actuarial | $193,036 |
USI CONSULTING GROUP3+ years Filed as: USI ADVISORS Service code 27 · EIN 06-1397347 | Advisory (Plan) | $28,689 |
KEY BANK NATIONAL ASSOCIATION3+ years Filed as: KEY BANK Service code 13 · EIN 23-7036607 | Contract Administrator | $24,574 |
BKD, LLP3+ years Filed as: DIXON HUGHES GOODMAN LLC Service code 10 · EIN 56-0747981 | Accounting | $9,500 |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $55,945-100.0% | $260,109-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 24.0%-24.0pp | 43.2%-43.2pp | 1.9%-1.9pp |
| Annual return | 17.15% | 14.13%+3.0pp | 8.93%+8.2pp | 23.90%-6.7pp |
| Employer contribution / active EE | $15,131 | $10,974+37.9% | $43,470-65.2% | $16,539-8.5% |
| Participant deferral / active EE | $0 | $902-100.0% | $223-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $1,081-100.0% | $1,225-100.0% | $18,975-100.0% |