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 |
|---|---|---|
BOLTON PARTNERS, INC.11+ years Service code 11 · EIN 52-1231144 1 W. PENNSYLVANIA AVE. · TOWSON, MD 21204 | Actuarial | $49,658 |
JOINT BOARD OF TRUSTEES FOR IW L56811+ years Service code 15 · EIN 52-6112461 119 SOUTH CENTRE STREET · CUMBERLAND, MD 21502 | Recordkeeping | $48,591 |
90 DEGREE BENEFITS1 year Service code 13 · EIN 39-1277023 6345 FRANK DR., SUITE 400 · HARRISBURG, PA 17112 | Contract Administrator | $44,000 |
BATOFF ASSOCIATES, P.A.11+ years Service code 29 · EIN 52-1667847 909 SAINT PAUL ST. · BALTIMORE, MD 21202 | Legal | $37,642 |
TURNBULL, HOOVER, & KAHL, P.A.11+ years Filed as: TURNBULL, HOOVER AND KAHL, P.A. Service code 10 · EIN 52-1518807 217 GLENN STREET, STE 200 · CUMBERLAND, MD 21502 | Accounting | $24,885 |
STANDARD VALUATIONS11+ 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 | $53-100.0% | $181,048-100.0% | $49,655-100.0% |
| Participation rate | 0.0% | 50.0%-50.0pp | 22.4%-22.4pp | 17.1%-17.1pp |
| Annual return | 11.91% | 11.85%+0.1pp | 9.65%+2.3pp | 9.82%+2.1pp |
| Employer contribution / active EE | $10,443 | $8,767+19.1% | $26,259-60.2% | $13,587-23.1% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $81-100.0% |
| Admin fee / account holder | $0 | $0 | $749-100.0% | $2,893-100.0% |