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 |
|---|---|---|
Filed as: SEI INVESTMENT MANAGEMENT COMPANY Service code 19 · EIN 23-1707341 | Securities Custodian | $2,394,938 |
UFCW LOCAL 150010+ years Service code 49 · EIN 13-5342295 | Other Services | $781,271 |
ARIA EMPLOYEE BENEFIT SERVICES INC10+ years Service code 15 · EIN 46-0666987 | Recordkeeping | $363,900 |
Filed as: ASSOCIATED ADMINISTRATORS LLC Service code 15 · EIN 65-1205077 | Recordkeeping | $95,793 |
THE SEGAL COMPANY7 years Service code 11 · EIN 13-1835864 | Actuarial | $88,847 |
Service code 49 · EIN 11-2569806 | Other Services | $86,300 |
Service code 16 · EIN 23-2848487 | Consulting | $60,332 |
Service code 29 · EIN 26-0873462 | Legal | $58,059 |
CITRIN COOPERMAN1 year Filed as: CITRIN COOPERMAN & COMPANY LLP Service code 10 · EIN 22-2428965 | Accounting | $41,413 |
Filed as: MODERN ADMIN Service code 49 · EIN 92-2010862 | Other Services | $35,057 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $179,823-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 42.1%-42.1pp | 0.0%0pp |
| Annual return | 10.38% | 17.72%-7.3pp | 148.21%-137.8pp | 9.30%+1.1pp |
| Employer contribution / active EE | $4,334 | $3,186+36.0% | $26,792-83.8% | $12,557-65.5% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $63-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $1,660-100.0% | - |