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 |
|---|---|---|
Filed as: NATIONAL EMPLOYEE BENEFITS ADMIN Service code 14 · EIN 65-0498809 | Plan Administrator | $222,600 |
THE SEGAL COMPANY5+ years Service code 11 · EIN 13-1975125 | Actuarial | $209,533 |
REINHART BOERNER VAN DEUREN S.C.5+ years Filed as: REINHART ATTORNEYS AT LAW Service code 29 · EIN 39-1126909 | Legal | $163,538 |
NATIONAL INVESTMENT SERVICES5+ years Filed as: NATIONAL INVESTMENT SERVICES, INC Service code 28 · EIN 84-3937993 | Investment Management | $70,061 |
EARNEST PARTNERS, LLC5+ years Service code 28 · EIN 58-2386669 | Investment Management | $67,087 |
PNC BANK, N.A.5+ years Filed as: PNC BANK Service code 19 · EIN 22-1146430 | Securities Custodian | $58,835 |
ANAYANSI CLAXTON3 years Service code 30 · EIN 61-6054018 | Employee (plan) | $56,359 |
AMY BREWER5+ years Service code 30 · EIN 61-6054018 | Employee (plan) | $50,202 |
BASYS5+ years Filed as: BASYS INC Service code 49 · EIN 52-1796473 | Other Services | $50,174 |
MARQUETTE ASSOCIATES5+ years Service code 16 · EIN 36-3485298 | Consulting | $38,468 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $319,634-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 27.6%-27.6pp | 0.0%0pp |
| Annual return | 1.65% | 5230.06%-5228.4pp | 174.94%-173.3pp | 5230.06%-5228.4pp |
| Employer contribution / active EE | $467 | $10,491-95.5% | $38,590-98.8% | $10,491-95.5% |
| Participant deferral / active EE | $0 | $460-100.0% | $8-100.0% | $460-100.0% |
| Admin fee / account holder | $0 | $0 | $3,298-100.0% | - |