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 4-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 |
|---|---|---|
BOLTON PARTNERS, INC.1 year Service code 11 · EIN 52-1231144 | Actuarial | $131,179 |
Filed as: UBS FINANCIAL SERVICES INC. Service code 19 · EIN 13-2638166 | Securities Custodian | $38,940 |
SMITH & HOWARD, PC1 year Filed as: SMITH & DOWNEY, P.A. Service code 29 · EIN 52-1839270 | Legal | $34,121 |
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.
Annual investment return 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 | $9,556,684-100.0% | $191,373-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 2.4%-2.4pp |
| Annual return | 7.91% | 9.09%-1.2pp | 8.46%-0.5pp | 22.81%-14.9pp |
| Employer contribution / active EE | $21,868 | $24,513-10.8% | $25,175-13.1% | $18,290+19.6% |
| Participant deferral / active EE | $0 | $603-100.0% | $181-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $730-100.0% | $85,222-100.0% |