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 |
|---|---|---|
BENESYS, INC.10+ years Filed as: BENESYS INC Service code 13 · EIN 38-3507129 | Contract Administrator | $249,361 |
NATIONAL INVESTMENT SERVICES10+ years Service code 28 · EIN 84-3937993 | Investment Management | $229,381 |
FRANKLIN TEMPLETON3 years Filed as: CLARION LION INDUSTRIAL TRUST Service code 28 · EIN 65-1162344 | Investment Management | $155,206 |
STRATEGIC CAPITAL INVESTMENT ADVISO10+ years Filed as: STRATEGIC CAPITAL INVESTMENT ADV. Service code 27 · EIN 36-4268991 | Advisory (Plan) | $119,014 |
Filed as: WASHINGTON CAPITAL MANAGEMENT Service code 28 1200 SIXTH AVENUE, SUITE 700 · SEATTLE, WA 98101 | Investment Management | $110,952 |
THE SEGAL COMPANY10+ years Service code 11 · EIN 13-1975125 | Actuarial | $108,273 |
PNC BANK, N.A.9 years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 21 · EIN 22-1146430 | Bank Trustee | $100,890 |
FRANKLIN TEMPLETON4 years Filed as: CLARION LION PROPERTIES FUND Service code 28 · EIN 13-4087331 | Investment Management | $77,850 |
LEGACY PROFESSIONALS LLP10+ years Service code 10 · EIN 32-0043599 | Accounting | $59,558 |
JOHNSON & KROL, LLC10+ years Filed as: JOHNSON AND KROL Service code 29 · EIN 36-4342024 | Legal | $59,260 |
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 | $181,048-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.4%-22.4pp | 0.0%0pp |
| Annual return | 11.93% | 10.50%+1.4pp | 9.65%+2.3pp | 9.22%+2.7pp |
| Employer contribution / active EE | $17,480 | $14,720+18.8% | $26,259-33.4% | $13,567+28.8% |
| Participant deferral / active EE | $0 | $133-100.0% | $145-100.0% | $575-100.0% |
| Admin fee / account holder | $0 | $0 | $749-100.0% | - |