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 |
|---|---|---|
WILLIAMS ACTUARIAL INTERNAT'L, LLC2 years Service code 11 · EIN 59-3619207 | Actuarial | $45,361 |
ROBERT, SEWARD, SPEED AND CO., P.A.1 year Service code 10 · EIN 59-3320547 | Accounting | $10,500 |
SHUTTS & BOWEN, LLP1 year Service code 29 · EIN 59-0447122 | Legal | $8,745 |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $409,661-100.0% | $78,313-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 1.7%-1.7pp | 13.0%-13.0pp | 1.7%-1.7pp |
| Annual return | -14.19% | 627.08%-641.3pp | 6.61%-20.8pp | 627.08%-641.3pp |
| Employer contribution / active EE | $0 | $18,824-100.0% | $24,284-100.0% | $18,824-100.0% |
| Participant deferral / active EE | $0 | $418-100.0% | $408-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $19,478-100.0% | $1,923-100.0% |