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 |
|---|---|---|
CHEIRON3 years Filed as: CHERION, INC. Service code 11 · EIN 13-4215617 | Actuarial | $47,161 |
AMALGAMATED6+ years Filed as: ALICARE, INC. Service code 13 · EIN 13-3432221 | Contract Administrator | $46,115 |
WELLS FARGO BANK, N.A.6+ years Filed as: WELLS FARGO BANK Service code 15 · EIN 41-6257133 | Recordkeeping | $26,093 |
CARY KANE LLP6+ years Filed as: CARY KANE, LLP Service code 29 · EIN 20-1942442 | Legal | $25,488 |
CALIBRE CPA GROUP PLLC4 years Service code 10 · EIN 47-0900880 | Accounting | $18,750 |
GLANSTEIN, LLP6+ years Service code 29 · EIN 27-4387560 | Legal | $17,965 |
UBS FINANCIAL SERVICES INC6+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $13,750 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $533,469-100.0% | $201,582-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 0.7%-0.7pp |
| Annual return | 21.79% | 24.46%-2.7pp | 11.08%+10.7pp | 13.24%+8.6pp |
| Employer contribution / active EE | $2,340 | $11,981-80.5% | $28,409-91.8% | $14,616-84.0% |
| Participant deferral / active EE | $0 | $0 | $86-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $5,364-100.0% | $6,559-100.0% | $4,137-100.0% |