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 |
|---|---|---|
ANDERS MINKLER HUBER & HELM LLP10+ years Service code 10 · EIN 43-0831507 | Accounting | $29,360 |
EKON BENEFITS10+ years Service code 11 · EIN 43-1317863 | Actuarial | $16,205 |
SCHUCHAT, COOK & WERNER10+ years Filed as: SCHUCHAT COOK & WERNER Service code 29 · EIN 43-0763010 | Legal | $10,059 |
COMMERCE BANK10+ years Filed as: COMMERCE TRUST COMPANY Service code 19 · EIN 43-0356370 | Securities Custodian | $9,321 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $49,655-100.0% | $202,856-100.0% | $49,655-100.0% |
| Participation rate | 0.0% | 18.6%-18.6pp | 21.4%-21.4pp | 18.6%-18.6pp |
| Annual return | 1.21% | 9.77%-8.6pp | 10.21%-9.0pp | 9.77%-8.6pp |
| Employer contribution / active EE | $2,656 | $13,890-80.9% | $37,040-92.8% | $13,890-80.9% |
| Participant deferral / active EE | $0 | $102-100.0% | $95-100.0% | $102-100.0% |
| Admin fee / account holder | $0 | $2,893-100.0% | $2,923-100.0% | $2,893-100.0% |