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 |
|---|---|---|
CALIBRE CPA GROUP PLLC5 years Service code 10 · EIN 47-0900880 | Accounting | $112,480 |
O'SULLIVAN ASSOCIATES7+ years Filed as: O'SULLIVAN ASSOCIATES INC. Service code 11 · EIN 20-8199367 | Actuarial | $33,000 |
THE SEGAL COMPANY6 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 12-2646110 | Advisory (Plan) | $26,500 |
CARY KANE LLP7+ years Service code 29 · EIN 20-1942442 | Legal | $6,370 |
ADP BROKER-DEALER4 years Filed as: AUTOMATIC DATA PROCESSING Service code 49 · EIN 22-1467904 | Other Services | $5,970 |
AMALGAMATED BANK7+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $5,940 |
BENESYS, INC.3 years Filed as: INNOVATIVE SOFTWARE SOLUTIONS, INC. Service code 49 3000 SOUTH LENOLA ROAD · MAPLE SHADE, NJ 08052 | Other Services | $5,840 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,186-100.0% | $97,450-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 41.9%-41.9pp | 3.6%-3.6pp |
| Annual return | 14.91% | 11.84%+3.1pp | 10.56%+4.3pp | 11.84%+3.1pp |
| Employer contribution / active EE | $9,559 | $17,339-44.9% | $28,542-66.5% | $17,339-44.9% |
| Participant deferral / active EE | $0 | $683-100.0% | $484-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $409-100.0% | $1,464-100.0% | $409-100.0% |