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 |
|---|---|---|
USI CONSULTING GROUP1 year Filed as: FINDLEY, A DIVISION OF USI Service code 29 · EIN 06-1053228 | Legal | $127,995 |
M HOLDINGS SECURITIES INC5 years Filed as: M. HOLDINGS Service code 21 1125 NW COUCH STREET, SUITE 900 · PORTLAND, OR 97209 | Bank Trustee | $42,125 |
BDO USA, LLP6+ years Service code 10 · EIN 13-5381590 | Accounting | $13,400 |
RELIANCE TRUST COMPANY6+ years Service code 25 · EIN 58-1428634 | Directed Trustee | $9,894 |
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 | $80,166-100.0% | $319,634-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 8.3%-8.3pp | 27.6%-27.6pp | 13.5%-13.5pp |
| Annual return | 5.09% | 8.78%-3.7pp | 174.94%-169.8pp | 9.29%-4.2pp |
| Employer contribution / active EE | $25,120 | $11,816+112.6% | $38,590-34.9% | $15,168+65.6% |
| Participant deferral / active EE | $0 | $8-100.0% | $8-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $1,783-100.0% | $3,298-100.0% | $2,037-100.0% |