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 |
|---|---|---|
HORIZON ACTUARIAL SERVICES, LLC2+ years Filed as: HORIZON ACTUARIAL SERVICES LLC Service code 11 · EIN 26-1370698 | Actuarial | $428,420 |
ZENITH AMERICAN SOLUTIONS2+ years Service code 10 · EIN 52-1590516 | Accounting | $350,873 |
REINHART BOERNER VAN DEUREN S.C.2+ years Filed as: REINHART, BOERNER, VAN DEUREN S.C. Service code 29 · EIN 39-1126909 | Legal | $90,210 |
INTECH INVESTMENT MANAGEMENT LLC2+ years Filed as: INTECH Service code 28 · EIN 20-0055624 | Investment Management | $50,973 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO Service code 19 · EIN 94-1347393 | Securities Custodian | $44,574 |
RVK, INC.2+ years Filed as: R.V. KUHNS AND ASSOCIATES, INC. Service code 17 · EIN 93-0910652 | Pension Consulting | $34,500 |
ANASTASI, MOORE & MARTIN, PLLC2+ years Service code 10 · EIN 20-8149084 | Accounting | $33,622 |
REDMOND GENERAL INSURANCE AGENCY2+ years Service code 22 · EIN 38-3942963 | Insurance Broker | $23,369 |
Filed as: PRUDENTIAL TRUST CO. Service code 28 · EIN 23-6994310 | Investment Management | $11,835 |
LAWTON PRINTING SERVICES2+ years Service code 49 4111 E MISSION AVE · SPOKANE, WA 99202 | Other Services | $10,042 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $158,640-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.2%-22.2pp | 0.0%0pp |
| Annual return | 9.03% | 16.32%-7.3pp | 10.65%-1.6pp | 16.32%-7.3pp |
| Employer contribution / active EE | $678 | $12,766-94.7% | $30,880-97.8% | $12,766-94.7% |
| Participant deferral / active EE | $0 | $800-100.0% | $65-100.0% | $800-100.0% |
| Admin fee / account holder | $0 | $0 | $1,478-100.0% | - |