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 7-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 |
|---|---|---|
ASCENSUS LLC4 years Filed as: FUTUREPLAN Service code 11 P.O. BOX 219073 · KANSAS CITY, MO 64121 | Actuarial | $122,267 |
THE VANGUARD GROUP, INC.7+ years Service code 21 · EIN 23-1945930 | Bank Trustee | $39,955 |
BERLA INVESTMENT CONSULTING4 years Filed as: BERLA INVESTING Service code 27 PO BOX 4067 · WALNUT CREEK, CA 94596 | Advisory (Plan) | $27,216 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $20,000 |
MILLER KAPLAN ARASE LLP3 years Filed as: MILLER KAPLAN ARASE Service code 10 · EIN 95-2036255 | Accounting | $15,500 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $334,201-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.9%-43.9pp | 0.0%0pp |
| Annual return | 5.96% | 8.50%-2.5pp | 9.84%-3.9pp | 8.76%-2.8pp |
| Employer contribution / active EE | $84,061 | $11,009+663.6% | $30,320+177.3% | $16,627+405.6% |
| Participant deferral / active EE | $0 | $240-100.0% | $66-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $53,213-100.0% | - |