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 |
|---|---|---|
HALLMARK CAPITAL MANAGEMENT, INC2+ years Service code 28 · EIN 22-3737470 | Investment Management | $96,200 |
MILLIMAN, INC.2+ years Service code 11 · EIN 91-0675641 | Actuarial | $35,749 |
WILLIAM C. EARHART CO., INC.2+ years Filed as: WILLIAM C EARHART CO, INC Service code 13 · EIN 93-0509592 | Contract Administrator | $18,427 |
LINDQUIST LLP2+ years Service code 10 · EIN 52-2385296 | Accounting | $8,400 |
US BANK2+ years Filed as: US BANK, NA Service code 18 · EIN 31-0841368 | Custodial (other than securities); Di... | $6,155 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $49,677-100.0% | $169,917-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.3%-10.3pp | 3.6%-3.6pp |
| Annual return | 4.45% | 7.64%-3.2pp | 7.98%-3.5pp | 11.88%-7.4pp |
| Employer contribution / active EE | $1,351 | $10,406-87.0% | $23,724-94.3% | $14,612-90.8% |
| Participant deferral / active EE | $0 | $130-100.0% | $53-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $636-100.0% | $637-100.0% |