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 |
|---|---|---|
BUCK GLOBAL, LLC2+ years Filed as: BUCK CONSULTANTS Service code 11 · EIN 13-3954297 | Actuarial | $60,518 |
SEDHOM LAW GROUP, PLLC1 year Service code 29 · EIN 46-3832332 | Legal | $27,500 |
Service code 10 · EIN 13-4139571 | Accounting | $8,800 |
HIGHMARK CAPITAL MANAGEMENT INC2+ years Filed as: HIGHMARK CAPITAL MANAGEMENT Service code 51 · EIN 94-3050577 | Investment Mgmt Fees | $8,555 |
Filed as: PRUDENTIAL Service code 13 · EIN 06-1050034 | Contract Administrator | $5,031 |
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.
Annual investment return 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 | $89,277-100.0% | $322,681-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 16.7%-16.7pp | 27.6%-27.6pp | 12.6%-12.6pp |
| Annual return | 1.15% | 4.39%-3.2pp | 4.07%-2.9pp | 4.56%-3.4pp |
| Employer contribution / active EE | $5,132 | $12,633-59.4% | $36,235-85.8% | $15,526-66.9% |
| Participant deferral / active EE | $0 | $7-100.0% | $215-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $1,741-100.0% | $7,128-100.0% | $1,711-100.0% |