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 |
|---|---|---|
Service code 15 · EIN 52-6112461 119 SOUTH CENTRE STREET · CUMBERLAND, MD 21502 | Recordkeeping | $43,795 |
BOLTON PARTNERS, INC.5+ years Service code 11 · EIN 52-1231144 36 S CHARLES ST, STE 1000 · BALTIMORE, MD 21201 | Actuarial | $29,702 |
BATOFF ASSOCIATES, P.A.5+ years Service code 29 · EIN 52-1667847 36 S CHARLES ST, STE 1510 · BALTIMORE, MD 212013020 | Legal | $16,617 |
TURNBULL, HOOVER, & KAHL, P.A.5+ years Filed as: TURNBULL, HOOVER AND KAHL, P.A. Service code 10 · EIN 52-1518807 217 GLENN STREET, STE 200 · CUMBERLAND, MD 21502 | Accounting | $16,155 |
STANDARD VALUATIONS5+ years Filed as: STANDARD VALUATION Service code 27 · EIN 41-1327339 700 CLEVELAND AVE. SOUTH · ST. PAUL, MN 55116 | Advisory (Plan) | $8,000 |
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 | $26,894-100.0% | $362,723-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 44.9%-44.9pp | 38.2%-38.2pp | 13.0%-13.0pp |
| Annual return | 19.98% | 10.76%+9.2pp | 10.56%+9.4pp | 13.59%+6.4pp |
| Employer contribution / active EE | $8,290 | $10,184-18.6% | $30,197-72.5% | $14,592-43.2% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $280-100.0% | $2,168-100.0% | $29,657-100.0% |