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 |
|---|---|---|
NORTHERN TRUST COMPANY4+ years Service code 13 · EIN 36-1561860 | Contract Administrator | $151,528 |
OCTOBER THREE CONSULTING LLC3 years Filed as: OCTOBER THREE CONSULTING, LLC Service code 11 · EIN 27-1175487 | Actuarial | $95,271 |
BKD, LLP3 years Service code 10 · EIN 44-0160260 | Accounting | $14,500 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $37,197-100.0% | $1,035,159-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 49.6%-49.6pp | 4.7%-4.7pp |
| Annual return | -4.78% | -2.53%-2.3pp | -61.72%+56.9pp | -0.69%-4.1pp |
| Employer contribution / active EE | $74,364 | $37,001+101.0% | $47,703+55.9% | $16,786+343.0% |
| Participant deferral / active EE | $0 | $59-100.0% | $135-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $124-100.0% | $5,792-100.0% | $124-100.0% |