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 LLP5+ years Filed as: DELOITTE CONSULTING LLP Service code 11 · EIN 06-1454513 | Actuarial | $1,878,113 |
THE BANK OF NEW YORK MELLON5+ years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 | Bank Trustee | $411,693 |
WISS & COMPANY, LLP5+ years Filed as: WISS & COMPANY LLP Service code 10 · EIN 22-1732349 | Accounting | $27,000 |
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 | $0 | $428,620-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 46.0%-46.0pp | 0.0%0pp |
| Annual return | 17.11% | 1023.85%-1006.7pp | 20.73%-3.6pp | 1023.85%-1006.7pp |
| Employer contribution / active EE | $12,313 | $11,605+6.1% | $36,500-66.3% | $11,605+6.1% |
| Participant deferral / active EE | $0 | $275-100.0% | $77-100.0% | $275-100.0% |
| Admin fee / account holder | $0 | $0 | $7,495-100.0% | - |