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 |
|---|---|---|
AGILIS PARTNERS LLC1 year Service code 11 · EIN 04-3513306 | Actuarial | $38,460 |
BDO USA, LLP1 year Filed as: BDO USA Service code 10 · EIN 13-5381590 | Accounting | $35,236 |
PITTA LLP8+ 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.
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 | $107,088-100.0% | $788,447-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 3.0%-3.0pp | 21.4%-21.4pp | 9.9%-9.9pp |
| Annual return | -11.20% | -12.85%+1.6pp | -3.21%-8.0pp | -5.25%-6.0pp |
| Employer contribution / active EE | $1,685 | $16,520-89.8% | $46,019-96.3% | $15,166-88.9% |
| Participant deferral / active EE | $0 | $32-100.0% | $31-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $779-100.0% | $46,258-100.0% | $3,859-100.0% |