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 LLP1+ years Service code 10 · EIN 43-0831507 | Accounting | $20,012 |
SCHUCHAT, COOK & WERNER1+ years Filed as: SCHUCHAT COOK & WERNER Service code 29 · EIN 43-0763010 | Legal | $17,906 |
Service code 28 · EIN 92-0015013 | Investment Management | $13,818 |
EKON BENEFITS1+ years Service code 11 · EIN 43-1317863 | Actuarial | $12,015 |
COMMERCE BANK1+ years Filed as: COMMERCE TRUST COMPANY Service code 19 · EIN 43-0356370 | Securities Custodian | $10,740 |
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 | $25,208-100.0% | $115,507-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 3.5%-3.5pp | 42.8%-42.8pp | 12.6%-12.6pp |
| Annual return | 2.03% | 3.08%-1.0pp | 4.07%-2.0pp | 4.56%-2.5pp |
| Employer contribution / active EE | $3,224 | $13,461-76.0% | $45,149-92.9% | $15,526-79.2% |
| Participant deferral / active EE | $0 | $34-100.0% | $92-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $1,203-100.0% | $203,571-100.0% | $1,711-100.0% |