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 |
|---|---|---|
FIDUCIENT ADVISORS LLC3 years Service code 27 · EIN 36-4001764 | Advisory (Plan) | $251,872 |
OCTOBER THREE CONSULTING LLC10+ years Service code 11 · EIN 27-1175487 | Actuarial | $141,842 |
RELIANCE TRUST COMPANY1 year Filed as: RELIANCE TRUST COMPANY OF DELAWARE Service code 27 · EIN 35-7085469 | Advisory (Plan) | $5,108 |
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 | $308,621-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 57.2%-57.2pp | 0.0%0pp |
| Annual return | 7.21% | 8.15%-0.9pp | 8.06%-0.9pp | 8.76%-1.5pp |
| Employer contribution / active EE | $124,739 | $60,767+105.3% | $42,627+192.6% | $16,627+650.2% |
| Participant deferral / active EE | $0 | $2,320-100.0% | $71-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $8,774-100.0% | - |