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 Service code 22 · EIN 06-1053228 | Insurance Broker | $55,456 |
M HOLDINGS SECURITIES INC6 years Filed as: M. HOLDINGS Service code 21 1125 NW COUCH STREET, SUITE 900 · PORTLAND, OR 97209 | Bank Trustee | $47,185 |
BDO USA, LLP7+ years Service code 10 · EIN 13-5381590 | Accounting | $14,900 |
RELIANCE TRUST COMPANY7+ years Service code 25 · EIN 58-1428634 | Directed Trustee | $10,191 |
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 | $380,165-100.0% | $369,410-100.0% | $286,844-100.0% |
| Participation rate | 0.0% | 36.6%-36.6pp | 29.4%-29.4pp | 37.6%-37.6pp |
| Annual return | 11.75% | 8.06%+3.7pp | 8.28%+3.5pp | 9.30%+2.4pp |
| Employer contribution / active EE | $25,333 | $44,952-43.6% | $40,747-37.8% | $43,742-42.1% |
| Participant deferral / active EE | $0 | $27-100.0% | $26-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $4,690-100.0% | $4,495-100.0% | $12,596-100.0% |