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 |
|---|---|---|
MILL CREEK CAPITAL ADVISORS, LLC1+ years Service code 51 · EIN 41-2212501 | Investment Mgmt Fees | $81,844 |
BRINKER CAPITAL1+ years Filed as: BRINKER CAPITAL INC. Service code 51 · EIN 23-2829742 | Investment Mgmt Fees | $75,132 |
WITHUMSMITH+BROWN, PC1+ years Filed as: BROWN & BROWN CONSULTING Service code 11 · EIN 20-0878127 | Actuarial | $35,676 |
MATRIX TRUST COMPANY1+ years Service code 21 · EIN 75-3182674 | Bank Trustee | $29,193 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $41,934-100.0% | $219,466-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 44.6%-44.6pp | 1.8%-1.8pp |
| Annual return | -2.94% | 5.09%-8.0pp | 5.00%-7.9pp | 7.18%-10.1pp |
| Employer contribution / active EE | $1,685 | $7,393-77.2% | $35,918-95.3% | $13,095-87.1% |
| Participant deferral / active EE | $0 | $178-100.0% | $75-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $128-100.0% | $13,204-100.0% | $362-100.0% |