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 | $53,389 |
BOLTON PARTNERS, INC.6+ years Service code 11 · EIN 52-1231144 36 S CHARLES ST, STE 1000 · BALTIMORE, MD 21201 | Actuarial | $33,746 |
BATOFF ASSOCIATES, P.A.6+ years Service code 29 · EIN 52-1667847 36 S CHARLES ST, STE 1510 · BALTIMORE, MD 212013020 | Legal | $19,861 |
TURNBULL, HOOVER, & KAHL, P.A.6+ years Filed as: TURNBULL, HOOVER AND KAHL, P.A. Service code 10 · EIN 52-1518807 217 GLENN STREET, STE 200 · CUMBERLAND, MD 21502 | Accounting | $17,650 |
STANDARD VALUATIONS6+ 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 | $21,551-100.0% | $165,322-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 39.2%-39.2pp | 32.5%-32.5pp | 13.5%-13.5pp |
| Annual return | 11.87% | 9.38%+2.5pp | 8.01%+3.9pp | 9.29%+2.6pp |
| Employer contribution / active EE | $7,370 | $9,605-23.3% | $29,475-75.0% | $15,168-51.4% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $294-100.0% | $637-100.0% | $2,037-100.0% |