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 GROUP7+ years Service code 11 · EIN 05-1053228 | Actuarial | $133,541 |
USI CONSULTING GROUP7+ years Filed as: USI ADVISORS Service code 27 · EIN 06-1397347 | Advisory (Plan) | $48,709 |
KEY BANK NATIONAL ASSOCIATION7+ years Filed as: KEY BANK Service code 13 · EIN 23-7036607 | Contract Administrator | $25,077 |
BKD, LLP7+ years Filed as: DIXON HUGHES GOODMAN LLC Service code 10 · EIN 56-0747981 | Accounting | $10,920 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,472,696-100.0% | $439,512-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 26.8%-26.8pp | 0.7%-0.7pp |
| Annual return | 12.40% | 11.40%+1.0pp | 9.07%+3.3pp | 13.24%-0.8pp |
| Employer contribution / active EE | $11,071 | $18,263-39.4% | $46,116-76.0% | $14,616-24.3% |
| Participant deferral / active EE | $0 | $791-100.0% | $107-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $147,323-100.0% | $4,137-100.0% |