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 05-1053228 | Actuarial | $239,750 |
KEY BANK NATIONAL ASSOCIATION4+ years Filed as: KEY BANK Service code 13 · EIN 23-7036607 | Contract Administrator | $26,060 |
USI CONSULTING GROUP4+ years Filed as: USI ADVISORS Service code 27 · EIN 06-1397347 | Advisory (Plan) | $20,166 |
BKD, LLP4+ 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 | $66,477-100.0% | $171,071-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 13.7%-13.7pp | 37.4%-37.4pp | 1.8%-1.8pp |
| Annual return | -6.48% | -3.07%-3.4pp | -3.19%-3.3pp | 0.19%-6.7pp |
| Employer contribution / active EE | $10,542 | $12,239-13.9% | $48,658-78.3% | $13,763-23.4% |
| Participant deferral / active EE | $0 | $458-100.0% | $273-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $1,160-100.0% | $5,129-100.0% | $426-100.0% |