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 |
|---|---|---|
NEUBERGER BERMAN7+ years Filed as: NEUBERGER BERMAN TRUST COMPANY, NA Service code 19 · EIN 27-2510082 | Securities Custodian | $64,977 |
NEUBERGER BERMAN6 years Filed as: NEUBERGER BERMAN INVESTMENT ADV LLC Service code 28 · EIN 13-5521910 | Investment Management | $59,987 |
Filed as: ENVESTNET Service code 28 · EIN 36-4319587 | Investment Management | $47,654 |
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 opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,472,696-100.0% | $375,279-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 36.7%-36.7pp | 0.7%-0.7pp |
| Annual return | 9.89% | 7.36%+2.5pp | 9.78%+0.1pp | 13.24%-3.3pp |
| Employer contribution / active EE | $66,005 | $40,685+62.2% | $46,882+40.8% | $14,616+351.6% |
| Participant deferral / active EE | $0 | $2,571-100.0% | $72-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $5,665-100.0% | $4,137-100.0% |