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 |
|---|---|---|
RVK, INC.5 years Service code 17 · EIN 93-0910652 | Pension Consulting | $78,528 |
INDEPENDENT ACTUARIES, INC.7 years Filed as: INDEPENDENT ACTUARIES INC. Service code 11 · EIN 36-4561119 | Actuarial | $34,230 |
US BANK2 years Filed as: U.S BANK NATIONAL ASSOCIATION Service code 19 · EIN 20-4254618 | Securities Custodian | $30,195 |
INDEPENDENT FINANCIAL PARTNERS10+ years Filed as: CHAMPLAIN SM CAP FD LLC Service code 28 · EIN 20-4254618 | Investment Management | $29,830 |
DWS FUNDS2 years Filed as: RREEF AMERICA L.L.C. Service code 28 · EIN 58-2364506 | Investment Management | $22,179 |
WITHUMSMITH+BROWN, PC1 year Filed as: WITHUMSMITH+BROWN,PC Service code 10 · EIN 22-2027092 | Accounting | $13,520 |
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% | $226,918-100.0% | $49,655-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.5%-17.5pp | 17.1%-17.1pp |
| Annual return | 9.77% | 10.98%-1.2pp | 9.49%+0.3pp | 9.82%0pp |
| Employer contribution / active EE | $50,000 | $19,261+159.6% | $29,215+71.1% | $13,587+268.0% |
| Participant deferral / active EE | $0 | $1,087-100.0% | $359-100.0% | $81-100.0% |
| Admin fee / account holder | $0 | $2,893-100.0% | $16,566-100.0% | $2,893-100.0% |