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 |
|---|---|---|
INDEPENDENT FINANCIAL PARTNERS4+ years Filed as: HATTERAS INVESTMENT PARTNERS LLC Service code 28 · EIN 20-0225999 | Investment Management | $114,276 |
ASSOCIATED TRUST COMPANY, N.A.4+ years Service code 13 · EIN 39-6576073 | Contract Administrator | $114,268 |
JPMORGAN INVEST HOLDINGS LLC4+ years Filed as: JP MORGAN CHASE BANK, N.A. Service code 24 · EIN 13-4994650 | Discretionary Trustee | $98,542 |
MILLIMAN, INC.3 years Filed as: MILLIMAN INC. Service code 16 · EIN 91-0675641 | Consulting | $70,540 |
REINHART BOERNER VAN DEUREN S.C.4+ years Service code 29 · EIN 39-1126909 | Legal | $67,270 |
ASB CAPITAL MANAGEMENT2 years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 7501 WISCONSIN AVENUE, STE 1300W · BETHESDA, MD 20814 | Investment Management | $52,217 |
MARQUETTE ASSOCIATES4+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $50,000 |
Service code 28 · EIN 20-0292745 | Investment Management | $42,100 |
BENEFIT PLAN ADMINISTRATORS4+ years Filed as: BENEFIT PLAN ADMINISTRATION Service code 14 · EIN 39-1400101 | Plan Administrator | $35,229 |
AMERICAN FUNDS1 year Filed as: CRESCENT CAPITAL INVESTMENT TRUST Service code 28 · EIN 32-6471303 | Investment Management | $24,904 |
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 | $21,578,776-100.0% | $245,396-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 0.0%0pp |
| Annual return | -3.91% | 2.02%-5.9pp | -752.26%+748.3pp | 33.37%-37.3pp |
| Employer contribution / active EE | $9,962 | $12,422-19.8% | $31,802-68.7% | $11,253-11.5% |
| Participant deferral / active EE | $0 | $0 | $47-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $1,223-100.0% | $99,113-100.0% |