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 |
|---|---|---|
BDO USA, LLP3 years Filed as: BDO USA, P.C. Service code 10 · EIN 13-5381590 | Accounting | $37,212 |
Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 11 6200 S. SYRACUSE WAY · GREENWOOD VILLAGE, CO 80111 | Actuarial | $26,435 |
AGILIS PARTNERS LLC4 years Service code 11 · EIN 04-3513306 | Actuarial | $20,795 |
HERBERT SMITH FREEHILLS KRAMER1 year Service code 29 1177 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Legal | $14,868 |
PITTA LLP11+ years Filed as: PITTA & GIBLIN Service code 29 · EIN 26-3852082 | Legal | $5,000 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $49,655-100.0% | $284,260-100.0% | $49,655-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 15.3%-15.3pp | 17.1%-17.1pp |
| Annual return | -10.93% | 9.28%-20.2pp | 37.43%-48.4pp | 9.82%-20.7pp |
| Employer contribution / active EE | $2,471 | $10,325-76.1% | $38,058-93.5% | $13,587-81.8% |
| Participant deferral / active EE | $0 | $34-100.0% | $121-100.0% | $81-100.0% |
| Admin fee / account holder | $0 | $2,893-100.0% | $266,169-100.0% | $2,893-100.0% |