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 |
|---|---|---|
EMPLOYEE FIDUCIARY, LLC1+ years Filed as: EMPLOYEE B Service code 30 · EIN 45-4227067 | Employee (plan) | $96,827 |
PEOPLES UNITED BANK1+ years Service code 19 · EIN 06-1213065 | Securities Custodian | $87,671 |
CHEIRON1+ years Service code 11 · EIN 13-4215617 | Actuarial | $86,494 |
EMPLOYEE FIDUCIARY, LLC1+ years Filed as: EMPLOYEE C Service code 30 · EIN 45-4227067 | Employee (plan) | $79,226 |
DAVIS WRIGHT TREMAINE1+ years Filed as: DAVIS COWELL & BOWE LLP Service code 29 · EIN 94-1709555 | Legal | $77,509 |
FOLEY HOAG LLP1+ years Service code 29 · EIN 04-2150535 | Legal | $75,285 |
EMPLOYEE FIDUCIARY, LLC1+ years Filed as: EMPLOYEE E Service code 30 · EIN 45-4227067 | Employee (plan) | $52,491 |
MANZI & ASSOCIATES, LLC1+ years Filed as: MANZI & ASSOCIATES LLC Service code 10 · EIN 04-3508036 | Accounting | $45,398 |
EMPLOYEE FIDUCIARY, LLC1+ years Filed as: EMPLOYEE A Service code 30 · EIN 45-4227067 | Employee (plan) | $45,340 |
EMPLOYEE FIDUCIARY, LLC1+ years Filed as: EMPLOYEE D Service code 30 · EIN 45-4227067 | Employee (plan) | $42,133 |
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.
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 | $14,096,330-100.0% | $177,383-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.8%-23.8pp | 0.0%0pp |
| Annual return | -4.90% | 1.67%-6.6pp | -0.48%-4.4pp | 1.67%-6.6pp |
| Employer contribution / active EE | $2,056 | $10,506-80.4% | $23,357-91.2% | $10,506-80.4% |
| Participant deferral / active EE | $0 | $1,562-100.0% | $17-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $3,964-100.0% | $66,276-100.0% |