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 |
|---|---|---|
DICKINSON WRIGHT PLLC10+ years Filed as: DICKINSON GROUP, LLC Service code 11 · EIN 20-1241472 | Actuarial | $153,387 |
SLEVIN & HART, P.C.10+ years Filed as: SLEVIN & HART, PC Service code 29 · EIN 52-1708613 | Legal | $105,651 |
LOOMIS SAYLES5 years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $93,370 |
LAZARD ASSET MANAGEMENT8 years Service code 28 · EIN 05-0530199 | Investment Management | $79,080 |
ERIC OLYNIK10+ years Service code 20 · EIN 26-6050508 | Trustee (individual); Direct payment ... | $50,480 |
Filed as: FRANK RAPPO Service code 20 · EIN 26-6050508 | Direct payment from the plan; Trustee... | $50,480 |
REYNOLDS CONSULTING SERVICES7 years Filed as: REYNOLDS CONSULTING SERVICES, LLC Service code 27 · EIN 20-1899564 | Advisory (Plan) | $47,500 |
COSTAROTHBORT LLC10+ years Filed as: COSTAROTHBORT CPA LLC Service code 10 · EIN 46-5286678 | Accounting | $44,922 |
SAGE ADVISORY SERVICES1 year Filed as: SAGE ADVISORY SERVICES LTD CO. Service code 28 · EIN 74-2798841 | Investment Management | $44,475 |
Filed as: BARNES, IACCARINO, SHEPHERD, LLP Service code 29 · EIN 26-3858697 | Legal | $39,025 |
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 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 12.80% | 11.08%+1.7pp | 8.09%+4.7pp | 8.76%+4.0pp |
| Employer contribution / active EE | $10,922 | $13,876-21.3% | $28,732-62.0% | $16,627-34.3% |
| Participant deferral / active EE | $0 | $7,576-100.0% | $7-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |