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 |
|---|---|---|
RUDD & WISDOM, INC.8+ years Service code 11 · EIN 74-1896655 | Actuarial | $124,986 |
DEAN DORTON ALLEN FORD, PLLC4 years Service code 10 · EIN 27-3858252 | Accounting | $13,750 |
AMERICAN FUNDS5 years Filed as: ADVANCED CAPITAL GROUP Service code 28 · EIN 41-1921960 | Investment Management | $13,317 |
US BANK8+ years Filed as: US BANK, N.A. Service code 21 · EIN 31-0841368 | Bank Trustee | $7,875 |
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 | $107,032-100.0% | - | $107,032-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 9.9%-9.9pp |
| Annual return | -13.20% | 178.88%-192.1pp | 22.50%-35.7pp | -5.25%-7.9pp |
| Employer contribution / active EE | $6,911 | $21,448-67.8% | $33,849-79.6% | $15,166-54.4% |
| Participant deferral / active EE | $0 | $0 | $101-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $3,859-100.0% | - | $3,859-100.0% |