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 |
|---|---|---|
FINDLEY1 year Filed as: FINDLEY, INC. Service code 11 · EIN 34-1213174 | Actuarial | $41,112 |
Filed as: FIFTH THIRD BANK Service code 19 · EIN 31-1051736 | Securities Custodian | $30,661 |
Service code 10 · EIN 45-0784806 | Accounting | $15,000 |
UNION INSURANCE GROUP1 year Filed as: UNION INSURANCE GROUP, LLC Service code 23 303 WEST ERIE STREET · CHICAGO, IL 60654 | Insurance services | $8,735 |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $17,410-100.0% | $260,109-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 25.0%-25.0pp | 43.2%-43.2pp | 4.5%-4.5pp |
| Annual return | 15.95% | 10.78%+5.2pp | 8.93%+7.0pp | 13.95%+2.0pp |
| Employer contribution / active EE | $2,072 | $10,694-80.6% | $43,470-95.2% | $16,598-87.5% |
| Participant deferral / active EE | $0 | $0 | $223-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $182-100.0% | $1,225-100.0% | $612-100.0% |