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 LLC2 years Service code 11 · EIN 85-0833363 | Actuarial | $64,245 |
BURGESS CHAMBERS & ASSOC INC8+ years Service code 27 · EIN 59-2878619 | Advisory (Plan) | $35,719 |
WHITTLESEY PC3 years Service code 10 · EIN 06-0903326 | Accounting | $20,000 |
RICHMOND CAPITAL MANAGEMENT5 years Filed as: RICHMOND CAPITAL MANAGEMENT INC Service code 27 · EIN 54-1288566 | Advisory (Plan) | $9,153 |
CHARLES SCHWAB & CO., INC.8+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 94-1737782 | Directed Trustee | $8,084 |
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.
Annual investment return 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 | $378,419-100.0% | $748,470-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 10.0%-10.0pp | 21.7%-21.7pp | 9.9%-9.9pp |
| Annual return | -21.67% | 13.34%-35.0pp | 0.46%-22.1pp | -5.25%-16.4pp |
| Employer contribution / active EE | $1,400 | $19,967-93.0% | $35,480-96.1% | $15,166-90.8% |
| Participant deferral / active EE | $0 | $651-100.0% | $231-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $2,728-100.0% | $29,938-100.0% | $3,859-100.0% |