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 |
|---|---|---|
Service code 10 · EIN 13-2928869 | Accounting | $319,220 |
SEI INVESTMENTS1 year Filed as: SEI INVESTMENTS COMPANY Service code 28 · EIN 23-1707341 | Investment Management | $155,184 |
SLEVIN & HART, P.C.5 years Filed as: SLEVIN & HART, PC Service code 29 · EIN 52-1708613 | Legal | $64,453 |
THE SEGAL COMPANY7+ years Service code 11 · EIN 13-1928058 | Actuarial | $60,405 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $46,875 |
WITHUMSMITH+BROWN, PC4 years Service code 10 · EIN 22-2027092 | Accounting | $46,000 |
Filed as: HAMILTON LANE Service code 28 · EIN 23-2962336 | Investment Management | $23,758 |
SCHULTHEIS & PANETTIERI, LLP4 years Service code 10 · EIN 13-1577780 | Accounting | $21,965 |
THE SEGAL COMPANY1 year Filed as: SEGAL SELECT INSURANCE SERVICES Service code 23 · EIN 46-0619194 | Direct payment from the plan; Insuran... | $21,608 |
Service code 36 · EIN 06-1648637 | Direct payment from the plan; Copying... | $20,952 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $444,552-100.0% | $202,277-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 3.7%-3.7pp | 30.0%-30.0pp | 3.7%-3.7pp |
| Annual return | 12.38% | 15.63%-3.2pp | 8.88%+3.5pp | 15.63%-3.2pp |
| Employer contribution / active EE | $1,754 | $11,476-84.7% | $42,607-95.9% | $11,476-84.7% |
| Participant deferral / active EE | $0 | $1,127-100.0% | $94-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $2,086-100.0% | $429-100.0% |