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 |
|---|---|---|
BMO HARRIS BANK NA1 year Filed as: BMO HARRIS BANK Service code 28 | Investment Management | $87,501 |
ELLIS BENEFITS GROUP, INC.2 years Filed as: ELLIS AND WARD CONSULTING GROUP Service code 11 · EIN 62-1417683 985 CORDOVA STATION AV. · CORDOVA, TN 38018 | Actuarial | $19,080 |
Filed as: NAIL MCKINNEY, PA Service code 10 · EIN 64-0760834 | Accounting | $13,267 |
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 | $20,840-100.0% | $50,635-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 9.5%-9.5pp | 6.0%-6.0pp | 13.0%-13.0pp |
| Annual return | 9.56% | 13.58%-4.0pp | 18.06%-8.5pp | 13.59%-4.0pp |
| Employer contribution / active EE | $14,057 | $15,445-9.0% | $30,411-53.8% | $14,592-3.7% |
| Participant deferral / active EE | $0 | $70-100.0% | $40-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $139-100.0% | $1,675-100.0% | $29,657-100.0% |