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 |
|---|---|---|
MARQUETTE ASSOCIATES2 years Filed as: MARQUETTE ASSOCIATES INC Service code 16 · EIN 36-3485298 | Consulting | $111,964 |
NEBA7 years Filed as: NEBA INC Service code 13 · EIN 65-0498809 | Contract Administrator | $110,144 |
Filed as: HORIZON ACTUARIAL SERVICES LLC Service code 11 · EIN 26-1370698 | Actuarial | $58,425 |
LEGACY PROFESSIONALS LLP6 years Service code 10 · EIN 32-0043599 | Accounting | $35,282 |
COMERICA BANK2 years Service code 19 · EIN 42-1741646 | Securities Custodian | $30,871 |
Filed as: QUINN CONNOR WEAVER DAVIES Service code 29 4100 PERIMETER PARK SOUTH · ATLANTA, GA 30341 | Legal | $16,936 |
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 | $178,317-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 20.5%-20.5pp | 0.0%0pp |
| Annual return | 9.13% | 9.12%0pp | 9.57%-0.4pp | 10.77%-1.6pp |
| Employer contribution / active EE | $16,082 | $14,150+13.7% | $26,706-39.8% | $15,292+5.2% |
| Participant deferral / active EE | $0 | $1,813-100.0% | $213-100.0% | $1,813-100.0% |
| Admin fee / account holder | $0 | $0 | $1,620-100.0% | - |