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 |
|---|---|---|
Filed as: PRINCIPAL CUSTODY SOLUTIONS Service code 19 · EIN 51-0099493 | Securities Custodian | $202,648 |
NEPC, LLC3 years Filed as: NEPC LLC Service code 27 · EIN 26-1429809 | Advisory (Plan) | $152,251 |
Service code 28 780 THIRD AVENUE · NEW YORK, NY 10017 | Investment Management | $38,458 |
MARCUM LLP3 years Service code 10 · EIN 11-1986323 | Accounting | $30,630 |
STATE STREET GLOBAL ADVISORS5 years Service code 18 · EIN 81-4017137 | Investment management fees paid direc... | $8,408 |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $334,201-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.9%-43.9pp | 0.0%0pp |
| Annual return | 7.17% | 8.50%-1.3pp | 9.84%-2.7pp | 8.76%-1.6pp |
| Employer contribution / active EE | $13,062 | $11,009+18.6% | $30,320-56.9% | $16,627-21.4% |
| Participant deferral / active EE | $0 | $240-100.0% | $66-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $53,213-100.0% | - |