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 9-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 |
|---|---|---|
BUCK GLOBAL, LLC1+ years Filed as: BUCK CONSULTANTS Service code 11 · EIN 13-3954297 | Actuarial | $72,991 |
PITTA LLP1+ years Filed as: PITTA & GIBLIN LLP Service code 29 120 BROADWAY · NEW YORK, NY 10271 | Legal | $54,687 |
MARCO CONSULTING GROUP1+ years Filed as: MARCO CONSULTING GROUP, INC. Service code 27 · EIN 36-3555078 | Advisory (Plan) | $30,000 |
STATE STREET GLOBAL ADVISORS1+ years Service code 18 · EIN 04-1867445 | Other fees; Investment management fee... | $7,706 |
ROGOFF & COMPANY PC1+ years Service code 10 · EIN 13-2688836 | Accounting | $6,000 |
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.
Participant 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 | $211,396-100.0% | $846,462-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 4.3%-4.3pp |
| Annual return | -2.14% | -1.13%-1.0pp | -0.81%-1.3pp | 2.81%-4.9pp |
| Employer contribution / active EE | $15,045 | $14,981+0.4% | $38,425-60.8% | $16,358-8.0% |
| Participant deferral / active EE | $296 | $190+55.8% | $315-6.3% | $775-61.8% |
| Admin fee / account holder | $0 | $1,639-100.0% | $15,697-100.0% | $1,639-100.0% |