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 |
|---|---|---|
MILLIMAN, INC.5+ years Service code 11 · EIN 91-0675641 | Actuarial | $181,359 |
WILLIAM C. EARHART CO., INC.5+ years Service code 13 · EIN 93-0509592 | Contract Administrator | $115,276 |
US BANK5+ years Filed as: US BANK N.A. Service code 19 · EIN 31-0841368 | Securities Custodian | $49,156 |
LINDQUIST LLP5+ years Service code 10 · EIN 52-2385296 | Accounting | $18,595 |
Filed as: BENNETT HARTMAN MORRIS & KAPLAN Service code 29 · EIN 93-1321888 | Legal | $18,214 |
OGLETREE DEAKINS5+ years Filed as: OGLETREE, DEAKINS, NASH, SMOAK & ST Service code 29 · EIN 57-1044820 | Legal | $17,748 |
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 | $341,093,897-100.0% | $204,001-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 9.4%-9.4pp | 0.0%0pp |
| Annual return | 5.18% | 16.64%-11.5pp | -100.31%+105.5pp | 21.83%-16.7pp |
| Employer contribution / active EE | $266 | $7,557-96.5% | $18,686-98.6% | $12,237-97.8% |
| Participant deferral / active EE | $0 | $8-100.0% | $77-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $1,604-100.0% | $1,551,325-100.0% |