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 |
|---|---|---|
BENEFIT TRUST COMPANY8+ years Service code 21 · EIN 43-0995254 | Bank Trustee | $72,946 |
MILLIMAN, INC.8+ years Service code 11 · EIN 91-0675641 | Actuarial | $24,004 |
WILLIAMS KEEPERS LLC5 years Filed as: WILLIAMS-KEEPERS Service code 10 · EIN 43-1126847 | Accounting | $12,700 |
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 | $46,984-100.0% | $213,834-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.3%-12.3pp | 5.6%-5.6pp |
| Annual return | -4.21% | -15.55%+11.3pp | -5.16%+0.9pp | 39.77%-44.0pp |
| Employer contribution / active EE | $11,029 | $14,317-23.0% | $31,020-64.4% | $19,959-44.7% |
| Participant deferral / active EE | $0 | $817-100.0% | $101-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $2,852-100.0% | $62-100.0% |