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 |
|---|---|---|
MILLIMAN, INC.10+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $82,562 |
Filed as: PRINCIPAL Service code 21 · EIN 42-1466678 | Bank Trustee | $75,237 |
CLARK NUBER10+ years Service code 10 · EIN 91-1194016 | Accounting | $19,740 |
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 | $49,655-100.0% | $202,856-100.0% | $49,655-100.0% |
| Participation rate | 0.0% | 18.6%-18.6pp | 21.4%-21.4pp | 18.6%-18.6pp |
| Annual return | 7.84% | 9.77%-1.9pp | 10.21%-2.4pp | 9.77%-1.9pp |
| Employer contribution / active EE | $11,128 | $13,890-19.9% | $37,040-70.0% | $13,890-19.9% |
| Participant deferral / active EE | $0 | $102-100.0% | $95-100.0% | $102-100.0% |
| Admin fee / account holder | $0 | $2,893-100.0% | $2,923-100.0% | $2,893-100.0% |