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 |
|---|---|---|
HS&BA1 year Filed as: HS&BA, INC. Service code 13 · EIN 94-3089465 | Contract Administrator | $138,732 |
WITHUMSMITH+BROWN, PC3 years Service code 10 · EIN 22-2027092 | Accounting | $90,263 |
Filed as: ALLAN BILLER & ASSOCIATES Service code 27 · EIN 94-2854958 | Advisory (Plan) | $87,501 |
RAEL & LETSON10+ years Service code 11 · EIN 94-1701048 | Actuarial | $85,423 |
ULLICO1 year Filed as: ULLICO INVESTMENT ADVISORS, INC. Service code 28 · EIN 52-6435649 | Investment Management | $65,665 |
IFM INVESTORS PTY LTD4 years Filed as: IFM INVESTORS PTY LTD. Service code 28 114 WEST 47TH STREET 19TH FLOOR · NEW YORK, NY 10036 | Investment Management | $59,797 |
KRAW LAW GROUP1 year Filed as: KRAW LAW GROUP, APC Service code 29 · EIN 32-0465891 | Legal | $41,782 |
Filed as: PRUDENTIAL INSURANCE CO. OF AMERICA Service code 28 · EIN 22-1211670 | Investment Management | $39,499 |
UBS FINANCIAL SERVICES INC3 years Filed as: UBS REALTY INVESTORS LLC Service code 28 · EIN 06-1452020 | Investment Management | $31,294 |
SEGALL BRYANT & HAMILL10+ years Filed as: SEGALL, BRYANT & HAMILL Service code 28 · EIN 35-2679129 | Investment Management | $18,873 |
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 | $33,520-100.0% | $201,416-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 2.1%-2.1pp |
| Annual return | 9.69% | 11.01%-1.3pp | 8.09%+1.6pp | 7.65%+2.0pp |
| Employer contribution / active EE | $15,523 | $13,413+15.7% | $28,732-46.0% | $20,599-24.6% |
| Participant deferral / active EE | $0 | $0 | $7-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $60,136-100.0% | $193-100.0% |