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 8-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 |
|---|---|---|
RUDD & WISDOM, INC.6+ years Service code 11 · EIN 74-1896655 | Actuarial | $307,512 |
MOSS ADAMS LLP1 year Service code 10 · EIN 23-2186884 | Accounting | $36,750 |
GROOM LAW GROUP1 year Service code 29 · EIN 52-1219029 | Legal | $30,581 |
THE VANGUARD GROUP, INC.6+ years Filed as: VANGUARD FIDUCIARY TRUST COMPANY Service code 15 · EIN 23-2186884 | Recordkeeping | $15,487 |
CAPFINANCIAL PARTNERS LLC5 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 17 · EIN 26-0058143 | Pension Consulting | $12,293 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $9,556,684-100.0% | $331,632-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 2.4%-2.4pp | 48.3%-48.3pp | 2.4%-2.4pp |
| Annual return | 13.33% | 22.81%-9.5pp | 10.59%+2.7pp | 22.81%-9.5pp |
| Employer contribution / active EE | $3,730 | $18,290-79.6% | $43,976-91.5% | $18,290-79.6% |
| Participant deferral / active EE | $0 | $603-100.0% | $166-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $25,063-100.0% | $85,222-100.0% |