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 06-1053228 | Actuarial | $26,804 |
Filed as: PRINCIPAL TRUST COMPANY Service code 15 · EIN 51-0099493 | Recordkeeping | $24,839 |
Filed as: CLARK SCHAEFER HACKETT Service code 10 · EIN 31-0800053 | Accounting | $11,500 |
LPL FINANCIAL6 years Service code 27 · EIN 95-2834236 | Advisory (Plan) | $11,250 |
MMA SECURITIES LLC1 year Filed as: MMA SECURITIES, LLC Service code 27 · EIN 22-3570392 | Advisory (Plan) | $7,500 |
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.
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 | $195,758-100.0% | $182,032-100.0% | $287,075-100.0% |
| Participation rate | 0.0% | 25.1%-25.1pp | 13.4%-13.4pp | 55.8%-55.8pp |
| Annual return | 11.03% | 3.72%+7.3pp | 7.70%+3.3pp | 24.42%-13.4pp |
| Employer contribution / active EE | $0 | $38,217-100.0% | $28,478-100.0% | $41,338-100.0% |
| Participant deferral / active EE | $0 | $2-100.0% | $49-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $61,373-100.0% | $51,246-100.0% | $22,079-100.0% |