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 |
|---|---|---|
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646440 | Advisory (Plan) | $108,231 |
Service code 28 · EIN 91-1042342 | Investment Management | $105,941 |
RUSSELL TRUST COMPANY2+ years Service code 28 · EIN 91-1116938 | Investment Management | $44,240 |
Filed as: BROWNSTEIN, RASK ET AL. Service code 29 · EIN 93-0589000 | Legal | $38,326 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 11 · EIN 42-0127290 | Actuarial | $30,400 |
WILLIAM C. EARHART CO., INC.2+ years Service code 13 · EIN 93-0509592 | Contract Administrator | $28,046 |
US BANK2+ years Filed as: US BANK NATIONAL ASSOCIATION Service code 19 · EIN 31-0841368 | Securities Custodian | $27,337 |
LINDQUIST LLP2+ years Service code 10 · EIN 52-2385296 | Accounting | $23,848 |
J HERRLE1 year Filed as: JOSEPH P. HERRLE & ASSOCIATES Service code 22 · EIN 93-0692196 | Insurance Broker | $4,788 |
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 | $90,272-100.0% | $184,886-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 1.9%-1.9pp |
| Annual return | 10.14% | 11.78%-1.6pp | 8.32%+1.8pp | 23.90%-13.8pp |
| Employer contribution / active EE | $13,019 | $11,309+15.1% | $30,793-57.7% | $16,539-21.3% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $337-100.0% | $2,802-100.0% | $18,975-100.0% |