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 |
|---|---|---|
ZENITH AMERICAN SOLUTIONS10+ years Service code 13 · EIN 52-1590516 | Contract Administrator | $202,377 |
SAGE ADVISORY SERVICES3 years Service code 27 · EIN 83-0717992 | Advisory (Plan) | $114,507 |
THE SEGAL COMPANY10+ years Service code 11 · EIN 94-1503999 | Actuarial | $114,281 |
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 11-3658445 | Advisory (Plan) | $50,000 |
MILLER KAPLAN ARASE LLP10+ years Service code 10 · EIN 95-2036255 | Accounting | $42,300 |
SALTZMAN & JOHNSON10+ years Service code 29 · EIN 94-2376174 | Legal | $41,618 |
US BANK3 years Filed as: US BANK NATIONAL ASSOCIATION Service code 19 · EIN 31-0841368 | Securities Custodian | $11,789 |
WEINBERG, ROGER & ROSENFELD10+ years Service code 29 · EIN 94-2458080 | Legal | $10,800 |
RBC GLOBAL ASSET MANAGEMENT10+ years Filed as: CITY NATIONAL BANK Service code 50 · EIN 95-1780067 | Direct Payment | $8,222 |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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% | - | $49,655-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 18.6%-18.6pp |
| Annual return | 4.74% | 7.37%-2.6pp | 9.14%-4.4pp | 9.77%-5.0pp |
| Employer contribution / active EE | $7,051 | $11,180-36.9% | $21,225-66.8% | $13,890-49.2% |
| Participant deferral / active EE | $0 | $0 | $22-100.0% | $102-100.0% |
| Admin fee / account holder | $0 | $2,893-100.0% | - | $2,893-100.0% |