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 LLC3 years Service code 11 · EIN 85-0833363 | Actuarial | $65,300 |
BURGESS CHAMBERS & ASSOC INC9+ years Service code 27 · EIN 59-2878619 | Advisory (Plan) | $32,227 |
WHITTLESEY PC4 years Service code 10 · EIN 06-0903326 | Accounting | $10,000 |
RICHMOND CAPITAL MANAGEMENT6 years Filed as: RICHMOND CAPITAL MANAGEMENT INC Service code 27 · EIN 54-1288566 | Advisory (Plan) | $8,100 |
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 | $171,008-100.0% | $163,428-100.0% | $287,075-100.0% |
| Participation rate | 0.0% | 20.4%-20.4pp | 16.1%-16.1pp | 55.8%-55.8pp |
| Annual return | 15.96% | 9.19%+6.8pp | 9.36%+6.6pp | 24.42%-8.5pp |
| Employer contribution / active EE | $7,399 | $35,866-79.4% | $31,270-76.3% | $41,338-82.1% |
| Participant deferral / active EE | $0 | $149-100.0% | $263-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $10,697-100.0% | $9,460-100.0% | $22,079-100.0% |