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 |
|---|---|---|
DEAN ACTUARIES, LLC7+ years Service code 11 · EIN 75-2548006 | Actuarial | $16,785 |
FINLEY & COOK7+ years Service code 10 · EIN 73-0604334 | Accounting | $10,500 |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $163,948-100.0% | $454,052-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 2.6%-2.6pp | 18.4%-18.4pp | 8.4%-8.4pp |
| Annual return | 1.73% | 11.99%-10.3pp | 8.95%-7.2pp | 18.34%-16.6pp |
| Employer contribution / active EE | $10,350 | $18,406-43.8% | $46,559-77.8% | $14,665-29.4% |
| Participant deferral / active EE | $0 | $26-100.0% | $131-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $709-100.0% | $19,831-100.0% | $9,141-100.0% |