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 NA2 years Filed as: BMO HARRIS BANK Service code 28 | Investment Management | $90,030 |
ELLIS BENEFITS GROUP, INC.3 years Filed as: ELLIS AND WARD CONSULTING GROUP Service code 11 · EIN 62-1417683 985 CORDOVA STATION AV. · CORDOVA, TN 38018 | Actuarial | $22,275 |
Filed as: NAIL MCKINNEY, PA Service code 10 · EIN 64-0760834 | Accounting | $13,616 |
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 | $72,552-100.0% | $91,826-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 7.1%-7.1pp | 4.7%-4.7pp | 13.5%-13.5pp |
| Annual return | 8.02% | 9.41%-1.4pp | 793.01%-785.0pp | 9.29%-1.3pp |
| Employer contribution / active EE | $23,641 | $13,564+74.3% | $27,004-12.5% | $15,168+55.9% |
| Participant deferral / active EE | $0 | $96-100.0% | $154-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $599-100.0% | $4,239-100.0% | $2,037-100.0% |