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 |
|---|---|---|
DEFINITI LLC4 years Service code 11 · EIN 85-0833363 | Actuarial | $95,033 |
BURGESS CHAMBERS & ASSOC INC10+ years Service code 27 · EIN 59-2878619 | Advisory (Plan) | $36,380 |
RICHMOND CAPITAL MANAGEMENT7 years Filed as: RICHMOND CAPITAL MANAGEMENT INC Service code 27 · EIN 54-1288566 | Advisory (Plan) | $9,057 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $342,274-100.0% | $342,274-100.0% | $338,187-100.0% |
| Participation rate | 0.0% | 19.5%-19.5pp | 14.4%-14.4pp | 44.0%-44.0pp |
| Annual return | 9.40% | 7.83%+1.6pp | 8.34%+1.1pp | 13.05%-3.6pp |
| Employer contribution / active EE | $3,450 | $35,005-90.1% | $30,799-88.8% | $37,639-90.8% |
| Participant deferral / active EE | $0 | $124-100.0% | $252-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $47,069-100.0% | $47,069-100.0% | $30,864-100.0% |