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 |
|---|---|---|
INDEPENDENT FINANCIAL PARTNERS5+ years Filed as: STONE STREET EQUITY Service code 51 · EIN 59-3331424 | Investment Mgmt Fees | $45,000 |
KORN FERRY HAY GROUP3 years Filed as: KORN FERRY HAY GROUP, INC. Service code 11 · EIN 52-1690841 | Actuarial | $33,500 |
WITHUMSMITH+BROWN, PC3 years Service code 10 · EIN 22-2027092 | Accounting | $23,165 |
WILMINGTON TRUST5+ years Service code 15 · EIN 23-3060382 | Recordkeeping | $21,470 |
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.
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 | $3,370,408-100.0% | $133,543,011-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.0%-8.0pp | 1.2%-1.2pp |
| Annual return | 10.67% | 221.56%-210.9pp | 29.77%-19.1pp | 53.27%-42.6pp |
| Employer contribution / active EE | $4,013 | $12,096-66.8% | $33,607-88.1% | $14,774-72.8% |
| Participant deferral / active EE | $0 | $286-100.0% | $96-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $835,310-100.0% | $13,289-100.0% |