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 |
|---|---|---|
VERUS6 years Filed as: VERUS ADVISORY, INC. Service code 17 · EIN 91-1320111 | Pension Consulting | $151,731 |
BENESYS, INC.7+ years Service code 14 · EIN 38-2383171 | Plan Administrator | $89,619 |
ASB CAPITAL MANAGEMENT6 years Filed as: ASB CAPITAL MANAGEMENT, LLC Service code 28 · EIN 80-0618452 | Investment Management | $76,725 |
MILLER KAPLAN ARASE LLP7+ years Service code 10 · EIN 95-2036255 | Accounting | $38,666 |
Service code 11 · EIN 04-3721424 | Actuarial | $33,200 |
ULLICO2 years Filed as: ULLICO INVESTMENT ADVISORS INC. Service code 28 · EIN 52-6435649 | Investment Management | $26,061 |
Service code 29 · EIN 94-2576729 | Legal | $21,960 |
MFUG UNION BANK N.A.4 years Service code 49 · EIN 94-0304288 | Other Services | $17,550 |
COMERICA BANK6 years Service code 19 · EIN 42-1741646 | Securities Custodian | $17,024 |
Filed as: PRUDENTIAL TRUST CO. Service code 28 · EIN 23-6994310 | Investment Management | $16,800 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $164,233-100.0% | $164,721-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | 1.83% | -8.26%+10.1pp | -5.84%+7.7pp | 2.77%-0.9pp |
| Employer contribution / active EE | $11,245 | $12,543-10.3% | $31,839-64.7% | $15,262-26.3% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $1,000-100.0% | $1,015-100.0% |