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, LLC3+ years Filed as: BUCK CONSULTANTS Service code 11 · EIN 13-3954297 | Actuarial | $128,279 |
PITTA LLP3+ years Filed as: PITTA & GIBLIN LLP Service code 29 120 BROADWAY · NEW YORK, NY 10271 | Legal | $57,396 |
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2466110 | Advisory (Plan) | $30,000 |
STATE STREET GLOBAL ADVISORS3+ years Service code 18 · EIN 04-1867445 | Custodial (other than securities); In... | $7,902 |
ROGOFF & COMPANY PC3+ 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.
Annual investment return 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 | $76,391-100.0% | $411,917-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 3.4%-3.4pp | 16.2%-16.2pp | 4.5%-4.5pp |
| Annual return | 8.92% | 12.23%-3.3pp | 10.36%-1.4pp | 13.95%-5.0pp |
| Employer contribution / active EE | $21,154 | $18,059+17.1% | $37,738-43.9% | $16,598+27.5% |
| Participant deferral / active EE | $557 | $317+75.7% | $137+307.5% | $511+9.1% |
| Admin fee / account holder | $0 | $2-100.0% | $15,661-100.0% | $612-100.0% |