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 LLC4 years Service code 11 · EIN 04-3513306 | Actuarial | $220,069 |
HERBERT SMITH FREEHILLS KRAMER1 year Service code 29 1177 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Legal | $185,279 |
Filed as: LEGAL & GENERAL Service code 28 · EIN 20-8058531 | Investment Management | $170,728 |
THE BANK OF NEW YORK MELLON3 years Service code 19 · EIN 13-5160382 | Securities Custodian | $61,708 |
BDO USA, LLP3 years Filed as: BDO USA, P.C. Service code 10 · EIN 13-5381590 | Accounting | $45,220 |
Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 11 6200 S. SYRACUSE WAY · GREENWOOD VILLAGE, CO 80111 | Actuarial | $27,695 |
Filed as: UBS FINANCIAL SERVICES Service code 16 1000 HARBOR BLVD · WEEHAWKEN, NJ 07086 | Consulting | $18,266 |
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 | $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 | 5.39% | 9.28%-3.9pp | 37.43%-32.0pp | 9.82%-4.4pp |
| Employer contribution / active EE | $46,289 | $10,325+348.3% | $38,058+21.6% | $13,587+240.7% |
| 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% |