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 | $74,060 |
NEUBERGER BERMAN8 years Filed as: NEUBERGER BERMAN INVESTMENT ADV LLC Service code 28 · EIN 13-5521910 | Investment Management | $67,003 |
NEUBERGER BERMAN9+ years Filed as: NEUBERGER BERMAN TRUST COMPANY, NA Service code 19 · EIN 27-2510082 | Securities Custodian | $59,973 |
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 | $3,299,877-100.0% | $306,246-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 62.9%-62.9pp | 2.3%-2.3pp |
| Annual return | 14.70% | 11.98%+2.7pp | 35.14%-20.4pp | 37.74%-23.0pp |
| Employer contribution / active EE | $75,191 | $57,753+30.2% | $46,378+62.1% | $15,781+376.5% |
| Participant deferral / active EE | $0 | $1,774-100.0% | $69-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $4,448-100.0% | $9,287-100.0% |