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 |
|---|---|---|
CHEIRON5+ years Service code 11 · EIN 13-4215617 | Actuarial | $33,434 |
CALIBRE CPA GROUP PLLC5+ years Service code 10 · EIN 47-0900880 | Accounting | $19,100 |
Filed as: MOONEY,GREEN,SAINDON,MURPHY &WELCH Service code 29 · EIN 52-1958229 | Legal | $14,264 |
AMALGAMATED BANK5+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $13,974 |
MARQUETTE ASSOCIATES5+ years Service code 27 180 N LASALLE DR 3500 · CHICAGO, IL 60601 | Advisory (Plan) | $12,500 |
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 | $274,636-100.0% | $247,190-100.0% | $254,510-100.0% |
| Participation rate | 0.0% | 19.5%-19.5pp | 15.2%-15.2pp | 43.0%-43.0pp |
| Annual return | 4.59% | 7.44%-2.9pp | 7.87%-3.3pp | 259.13%-254.5pp |
| Employer contribution / active EE | $56,158 | $36,953+52.0% | $31,768+76.8% | $41,469+35.4% |
| Participant deferral / active EE | $0 | $171-100.0% | $241-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $288,252-100.0% | $240,514-100.0% | $21,546-100.0% |