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 9-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 |
|---|---|---|
NYHART10+ years Service code 11 · EIN 35-0966414 | Actuarial | $838,990 |
OXFORD FINANCIAL GROUP, LTD10+ years Service code 27 · EIN 35-1588335 | Advisory (Plan) | $147,920 |
Service code 28 · EIN 13-4064414 | Investment Management | $143,044 |
NORTHERN TRUST COMPANY8 years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $124,076 |
BAKER & HOSTETLER LLP10+ years Filed as: BAKER & HOSTETLER, LLP Service code 29 · EIN 34-0082025 | Legal | $111,170 |
FORVIS MAZARS, LLP1 year Filed as: FORVIS MAZARS LLP Service code 10 · EIN 44-0160260 | Accounting | $31,080 |
Filed as: LAND O' LAKES BUSINESS DEVELOPMENT Service code 17 · EIN 41-0365145 | Pension Consulting | $10,000 |
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 | $0 | $417,381-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 28.2%-28.2pp | 0.0%0pp |
| Annual return | 7.83% | 9.30%-1.5pp | 5.83%+2.0pp | 9.30%-1.5pp |
| Employer contribution / active EE | $7,955 | $12,557-36.6% | $38,352-79.3% | $12,557-36.6% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $165-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $6,587-100.0% | - |