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 4-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 |
|---|---|---|
PRICEWATERHOUSECOOPERS LLP2 years Service code 11 · EIN 13-4008324 | Actuarial | $102,151 |
SLC MANAGEMENT2 years Service code 28 96 WORCESTER STREET · WELLESLEY HILLS, MA 024815699 | Investment Management | $70,848 |
CAPFINANCIAL PARTNERS LLC3+ years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 28 · EIN 26-0058143 | Investment Management | $66,909 |
BMO HARRIS BANK NA3+ years Filed as: BMO FINANCIAL SERVICES Service code 15 · EIN 39-6436442 | Recordkeeping | $50,604 |
CARON & BLETZER, PLLC3+ years Service code 10 · EIN 04-3499945 | Accounting | $13,500 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $125,690-100.0% | $182,032-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 3.2%-3.2pp | 13.4%-13.4pp | 12.4%-12.4pp |
| Annual return | 5.28% | 8.82%-3.5pp | 7.70%-2.4pp | 9.89%-4.6pp |
| Employer contribution / active EE | $17,452 | $12,837+35.9% | $28,478-38.7% | $14,313+21.9% |
| Participant deferral / active EE | $0 | $58-100.0% | $49-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $265-100.0% | $51,246-100.0% | $9,084-100.0% |