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 |
|---|---|---|
VERUS10+ years Service code 27 · EIN 91-1320111 | Advisory (Plan) | $294,361 |
MILLER KAPLAN ARASE LLP2 years Service code 10 · EIN 95-2036255 | Accounting | $155,333 |
RAEL & LETSON10+ years Service code 11 · EIN 94-1701048 | Actuarial | $131,306 |
ULLICO3 years Filed as: ULLICO INVESTMENT ADVISORS INC. Service code 28 · EIN 13-1423090 | Investment Management | $119,562 |
BENEFIT ADMINISTRATION, INC.10+ years Filed as: BENEFIT ADMINISTRATION CORPORATION Service code 13 · EIN 94-1646941 | Contract Administrator | $114,339 |
Filed as: CHEVY CHASE TRUST COMPANY Service code 28 · EIN 52-1706411 | Investment Management | $112,949 |
US BANK10+ years Service code 19 · EIN 31-0841368 | Securities Custodian | $71,391 |
STEPHEN HORN INSURANCE SERVICES10+ years Filed as: HORN INSURANCE SERVICES Service code 22 · EIN 94-3249244 | Insurance Broker | $46,046 |
MOSS LAW FIRM10+ years Service code 29 · EIN 91-1882299 | Legal | $34,542 |
Service code 29 · EIN 94-2576729 | Legal | $23,333 |
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 | $0 | $181,048-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.4%-22.4pp | 0.0%0pp |
| Annual return | 10.57% | 9.24%+1.3pp | 9.65%+0.9pp | 10.71%-0.1pp |
| Employer contribution / active EE | $18,917 | $14,215+33.1% | $26,259-28.0% | $14,986+26.2% |
| Participant deferral / active EE | $0 | $1,686-100.0% | $145-100.0% | $1,686-100.0% |
| Admin fee / account holder | $0 | $0 | $749-100.0% | - |