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 |
|---|---|---|
OLAM AMERICAS INC4 years Service code 99 · EIN 11-3662046 | Other Fees | $16,484 |
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 49 | Other Services | $1,170 |
Filed as: RAYMOND JAMES FINANCIAL SERVICES AD Service code 99 | Other Fees | $971 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $36,224-100.0% | $280,286-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 2.1%-2.1pp | 8.3%-8.3pp | 2.1%-2.1pp |
| Annual return | 10.66% | 9.16%+1.5pp | 9.71%+0.9pp | 9.16%+1.5pp |
| Employer contribution / active EE | $854 | $19,955-95.7% | $21,536-96.0% | $19,955-95.7% |
| Participant deferral / active EE | $0 | $1,073-100.0% | $42-100.0% | $1,073-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | - | $200-100.0% |