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 |
|---|---|---|
BOLTON PARTNERS, INC.2+ years Filed as: BOLTON PARTNERS Service code 11 · EIN 52-1871508 100 LIGHT STREET · BALITMORE, MD 21202 | Actuarial | $65,174 |
BATOFF ASSOCIATES, P.A.1 year Filed as: STEPHEN BATOFF Service code 29 26 CHARLES STREET · BALTIMORE, MD 21201 | Legal | $46,225 |
PENSION ASSURANCE LLP2+ years Filed as: PENSION BENEFIT GUARANTY CORP Service code 23 · EIN 52-1042410 1200 K STREET NW SUITE 580 · WASHINGTON, DC 20005 | Insurance services | $26,406 |
IRA MARC MILLER AND CO PA2+ years Service code 10 · EIN 05-0523439 7 CHURCH LANE SUITE 13 · BALTIMORE, MD 21208 | Accounting | $21,269 |
ASSOCIATED ADMINISTRATORS, LLC2+ years Filed as: ASSOCIATED ADMINISTRATORS Service code 13 · EIN 65-1205077 911 RIDGEBROOK ROAD · SAPRKS, MD 21152 | Contract Administrator | $8,573 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,723,788-100.0% | $411,917-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 1.9%-1.9pp |
| Annual return | 11.47% | 13.03%-1.6pp | 10.36%+1.1pp | 23.90%-12.4pp |
| Employer contribution / active EE | $4,049 | $15,779-74.3% | $37,738-89.3% | $16,539-75.5% |
| Participant deferral / active EE | $0 | $72-100.0% | $137-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $15,661-100.0% | $18,975-100.0% |