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 |
|---|---|---|
BOLTON PARTNERS, INC.4 years Filed as: BOLTON PARTNERS Service code 11 · EIN 52-1231144 | Actuarial | $42,168 |
MORGAN STANLEY SMITH BARNEY7 years Filed as: MORGAN STANLEY Service code 19 · EIN 36-3707380 | Securities Custodian | $30,020 |
ASSOCIATED ADMINISTRATORS, LLC10+ years Service code 13 · EIN 52-0940029 | Contract Administrator | $23,635 |
Filed as: ABATO, RUBENSTAIN & ABATO, P.A. Service code 29 · EIN 52-0904713 | Legal | $11,138 |
WITHUMSMITH+BROWN, PC1 year Service code 10 · EIN 22-2027092 | Accounting | $8,256 |
PKF O'CONNOR DAVIES, LLP1 year Filed as: PKF O'CONNOR DAVIES ADVISORY Service code 16 · EIN 33-1351771 | Consulting | $6,650 |
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 | $52,198-100.0% | $325,553-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 11.0%-11.0pp |
| Annual return | 12.25% | 9.97%+2.3pp | 9.14%+3.1pp | 8.23%+4.0pp |
| Employer contribution / active EE | $6,634 | $11,966-44.6% | $40,544-83.6% | $13,859-52.1% |
| Participant deferral / active EE | $0 | $37-100.0% | $42-100.0% | $61-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $17,411-100.0% | $1,652-100.0% |