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 COMPANY6 years Service code 21 · EIN 36-1561860 | Bank Trustee | $159,915 |
CAPFINANCIAL PARTNERS LLC6 years Filed as: CAPTRUST ADVISORS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $87,550 |
FORVIS MAZARS, LLP2 years Filed as: FORVIS MAZARS Service code 10 · EIN 44-0160260 | Accounting | $26,730 |
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 | $0 | $325,553-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 7.52% | 5.34%+2.2pp | 9.14%-1.6pp | 9.30%-1.8pp |
| Employer contribution / active EE | $4,237 | $9,329-54.6% | $40,544-89.5% | $12,557-66.3% |
| Participant deferral / active EE | $0 | $267-100.0% | $42-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $17,411-100.0% | - |