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 |
|---|---|---|
DUANE MORRIS LLP1 year Filed as: DUANE MORRIS Service code 29 · EIN 23-1392502 | Legal | $27,466 |
Service code 16 420 LEXINGTON AVE,SUITE 2220 · NEW YORK, NY 10170 | Consulting | $17,000 |
URISH POPECK & CO., LLC3+ years Filed as: URISH POPECK Service code 10 · EIN 23-1306171 | Accounting | $15,400 |
BUCK GLOBAL, LLC2+ years Filed as: BUCK CONSULTANTS, LLC Service code 16 485 LEXINGTON AVE · NEW YORK, NY 100172630 | Consulting | $8,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,098 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $263,744 | $138,427+90.5% | $97,995+169.1% | $69,631+278.8% |
| Participation rate | 97.3% | 90.0%+7.3pp | 82.4%+14.9pp | 70.7%+26.6pp |
| Annual return | 21.66% | 26.21%-4.6pp | 23.94%-2.3pp | 27571.02%-27549.4pp |
| Employer contribution / active EE | $6,545 | $4,858+34.7% | $4,158+57.4% | $2,032+222.1% |
| Participant deferral / active EE | $11,556 | $7,165+61.3% | $5,097+126.7% | $3,224+258.5% |
| Admin fee / account holder | $86 | $101-15.0% | $5,943-98.6% | $110-22.4% |