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 |
|---|---|---|
DELOITTE & TOUCHE LLP1+ years Filed as: DELOITTE CONSULTING LLP Service code 11 · EIN 06-1454513 | Actuarial | $971,452 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 | Bank Trustee | $435,724 |
WISS & COMPANY, LLP1+ years Filed as: WISS & COMPANY LLP Service code 10 · EIN 22-1732349 | Accounting | $9,500 |
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 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 | $47,522-100.0% | $219,333-100.0% | $47,522-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.3%-42.3pp | 9.2%-9.2pp |
| Annual return | -0.53% | -1.20%+0.7pp | -2.00%+1.5pp | -0.08%-0.4pp |
| Employer contribution / active EE | $4,619 | $5,696-18.9% | $34,470-86.6% | $7,991-42.2% |
| Participant deferral / active EE | $0 | $79-100.0% | $34-100.0% | $325-100.0% |
| Admin fee / account holder | $0 | $275-100.0% | $5,362-100.0% | $275-100.0% |