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 |
|---|---|---|
CALLAN LLC2+ years Filed as: CALLAN ASSOCIATES INC Service code 27 · EIN 94-2192581 | Advisory (Plan) | $275,756 |
RAEL & LETSON2+ years Service code 11 · EIN 94-1701048 | Actuarial | $181,568 |
MILLIMAN, INC.1 year Filed as: MILLIMAN Service code 17 · EIN 91-0675641 | Pension Consulting | $161,281 |
CLISE AGENCY1 year Service code 49 · EIN 91-6024838 | Other Services | $156,952 |
BASYS2+ years Service code 49 · EIN 52-1796473 | Other Services | $106,574 |
CHERYL CRAGG2+ years Service code 49 14733 NE 57TH ST · BELLEVUE, WA 98007 | Other Services | $76,880 |
Service code 29 · EIN 91-0889948 | Legal | $73,417 |
EKMAN CUSHING MAXWELL2+ years Filed as: EKMAN THULIN, PS Service code 29 · EIN 91-1321138 | Legal | $57,961 |
MILLER KAPLAN ARASE LLP2+ years Service code 10 · EIN 95-2036255 | Accounting | $46,938 |
ANASTASI, MOORE & MARTIN, PLLC2+ years Filed as: ANASTASI MOORE & MARTIN, PLLC Service code 29 · EIN 20-8149084 | Legal | $45,052 |
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 | $57,821-100.0% | $209,859-100.0% | $57,821-100.0% |
| Participation rate | 0.0% | 5.5%-5.5pp | 42.7%-42.7pp | 5.5%-5.5pp |
| Annual return | 5.60% | 5.86%-0.3pp | 4.16%+1.4pp | 5.86%-0.3pp |
| Employer contribution / active EE | $8,779 | $10,137-13.4% | $29,966-70.7% | $10,137-13.4% |
| Participant deferral / active EE | $0 | $492-100.0% | $145-100.0% | $492-100.0% |
| Admin fee / account holder | $0 | $387-100.0% | $13,952-100.0% | $387-100.0% |