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 9-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 |
|---|---|---|
Filed as: HUB INTERNATIONAL, GREAT PLAINS Service code 11 · EIN 47-0813106 | Actuarial | $44,951 |
MOSS ADAMS LLP8+ years Service code 10 · EIN 91-0189318 | Accounting | $19,530 |
US BANK8+ years Filed as: US BANK NATIONAL ASSOC Service code 60 · EIN 31-0841368 | Sub-TA Fees | $5,840 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $75,030-100.0% | $75,030-100.0% | $350,408-100.0% |
| Participation rate | 0.0% | 25.0%-25.0pp | 5.9%-5.9pp | 44.4%-44.4pp |
| Annual return | -11.61% | -10.20%-1.4pp | -2.63%-9.0pp | -14.65%+3.0pp |
| Employer contribution / active EE | $0 | $48,508-100.0% | $29,884-100.0% | $46,320-100.0% |
| Participant deferral / active EE | $0 | $0 | $8-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $838-100.0% | $838-100.0% | $14,631-100.0% |