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 |
|---|---|---|
CHEIRON2+ years Service code 11 · EIN 13-4215617 1750 TYSONS BLVD, STE. 1100 · MCLEAN, VA 22102 | Actuarial | $32,500 |
CALIBRE CPA GROUP PLLC2+ years Service code 10 · EIN 47-0900880 7501 WISCONSIN AVENUE, SUITE 1200W · BETHESDA, MD 20814 | Accounting | $20,000 |
MARQUETTE ASSOCIATES2+ years Service code 27 180 N LASALLE DR 3500 · CHICAGO, IL 60601 | Advisory (Plan) | $12,500 |
AMALGAMATED BANK2+ years Service code 19 · EIN 13-4920330 275 7TH AVENUE · NEW YORK, NY 10001 | Securities Custodian | $12,399 |
Filed as: MOONEY,GREEN,SAINDON,MURPHY &WELCH Service code 29 · EIN 52-1958229 | Legal | $11,627 |
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 | $142,816-100.0% | $128,366-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 22.2%-22.2pp | 19.3%-19.3pp | 45.9%-45.9pp |
| Annual return | 7.40% | 8.48%-1.1pp | 9.39%-2.0pp | 10.21%-2.8pp |
| Employer contribution / active EE | $11,586 | $40,983-71.7% | $33,466-65.4% | $42,272-72.6% |
| Participant deferral / active EE | $0 | $682-100.0% | $657-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $2,425-100.0% | $2,132-100.0% | $13,518-100.0% |