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 GROUP9+ years Service code 11 · EIN 05-1053228 | Actuarial | $188,059 |
USI CONSULTING GROUP9+ years Filed as: USI ADVISORS Service code 27 · EIN 06-1397347 | Advisory (Plan) | $27,653 |
KEY BANK NATIONAL ASSOCIATION9+ years Filed as: KEY BANK Service code 13 · EIN 23-7036607 | Contract Administrator | $24,274 |
FORVIS MAZARS, LLP1 year Service code 10 · EIN 44-0160260 | Accounting | $8,300 |
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 | $3,299,877-100.0% | $339,002-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 2.3%-2.3pp | 39.1%-39.1pp | 2.3%-2.3pp |
| Annual return | 13.12% | 37.74%-24.6pp | 12.78%+0.3pp | 37.74%-24.6pp |
| Employer contribution / active EE | $24,668 | $15,781+56.3% | $44,816-45.0% | $15,781+56.3% |
| Participant deferral / active EE | $0 | $732-100.0% | $33-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $2,002-100.0% | $9,287-100.0% |