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 |
|---|---|---|
Filed as: ENVESTNET Service code 28 · EIN 36-4319587 | Investment Management | $91,279 |
NEUBERGER BERMAN9 years Filed as: NEUBERGER BERMAN INVESTMENT ADV LLC Service code 28 · EIN 13-5521910 | Investment Management | $70,490 |
NEUBERGER BERMAN10+ years Filed as: NEUBERGER BERMAN TRUST COMPANY, NA Service code 19 · EIN 27-2510082 | Securities Custodian | $67,404 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $308,621-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 57.2%-57.2pp | 0.0%0pp |
| Annual return | 11.45% | 8.15%+3.3pp | 8.06%+3.4pp | 8.76%+2.7pp |
| Employer contribution / active EE | $75,453 | $60,767+24.2% | $42,627+77.0% | $16,627+353.8% |
| Participant deferral / active EE | $0 | $2,320-100.0% | $71-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $8,774-100.0% | - |