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 |
|---|---|---|
AETHER REAL ASSETS I, LP6+ years Service code 52 · EIN 26-3250836 | Indirect Investment Fees | $6,902 |
AETHER REAL ASSETS I, LP6+ years Filed as: AETHER REAL ASSETS III, LP Service code 52 · EIN 26-3250836 | Indirect Investment Fees | $6,055 |
Filed as: SSGA 3-10 YEAR TREASURY Service code 51 | Investment Mgmt Fees | $3,091 |
Filed as: ANCHOR BOLT OFFSHORE FUND Service code 52 | Indirect Investment Fees | $0 |
Filed as: CANYON VALUE REALIZAION FUND Service code 52 | Indirect Investment Fees | $0 |
Service code 51 · EIN 95-4861680 | Investment Mgmt Fees | $0 |
KILTEARN PARTNERS LLP4 years Filed as: KILTEARN GLOBAL EQUITY FUND Service code 28 · EIN 27-4585908 | Investment Management | $0 |
LITTLEJOHN FUND VI LP1 year Service code 52 · EIN 06-1453035 | Indirect Investment Fees | $0 |
GOLDMAN SACHS1 year Filed as: THOMPSON STREET CAPITAL PARTNERS V Service code 28 · EIN 82-4416208 | Investment Management | $0 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $409,661-100.0% | $305,030-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.7%-44.7pp | 1.7%-1.7pp |
| Annual return | 11.42% | 6915.14%-6903.7pp | 380.66%-369.2pp | 627.08%-615.7pp |
| Employer contribution / active EE | $66,784 | $39,618+68.6% | $45,083+48.1% | $18,824+254.8% |
| Participant deferral / active EE | $0 | $161-100.0% | $272-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $12,800-100.0% | $1,923-100.0% |