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 |
|---|---|---|
NYHART3 years Service code 11 · EIN 35-0966414 | Actuarial | $49,511 |
Service code 27 2133 LURAY AVENUE · CINCINNATI, OH 45206 | Advisory (Plan) | $25,207 |
Service code 50 2133 LURAY AVENUE · CINCINNATI, OH 45206 | Direct Payment | $23,097 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 18 · EIN 82-3967259 | Custodial (other than securities); Di... | $16,719 |
CHARLES SCHWAB & CO., INC.2 years Filed as: REA AND ASSOCIATES Service code 10 · EIN 34-1310124 | Accounting | $14,000 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,472,696-100.0% | $202,277-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.7%-0.7pp | 30.0%-30.0pp | 0.7%-0.7pp |
| Annual return | 24.70% | 13.24%+11.5pp | 8.88%+15.8pp | 13.24%+11.5pp |
| Employer contribution / active EE | $13,953 | $14,616-4.5% | $42,607-67.3% | $14,616-4.5% |
| Participant deferral / active EE | $0 | $830-100.0% | $94-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $2,086-100.0% | $4,137-100.0% |