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 |
|---|---|---|
O'DONOGHUE & O'DONOGHUE9+ years Filed as: O'DONOGHUE AND O'DONONGHUE Service code 29 · EIN 53-0120528 | Legal | $120,349 |
Filed as: BENEFITS ADMINISTRATION CORP. Service code 12 · EIN 52-1139156 | Claims processing; Direct payment fro... | $44,004 |
BOLTON PARTNERS, INC.9+ years Filed as: BOLTON PARTNERS, INC Service code 11 · EIN 52-1231144 | Actuarial | $37,258 |
BOLTON PARTNERS, INC.9+ years Filed as: BOLTON PARTNERS INVST CONSG GROUP Service code 50 · EIN 52-1871508 | Direct Payment | $32,304 |
SARFINO AND RHOADES, LLP9+ years Service code 10 · EIN 52-0961657 | Accounting | $26,350 |
Filed as: PRINCIPAL CUSTODY SOLUTIONS Service code 19 711 HIGH STREET · DES MOINE, IA 50392 | Securities Custodian | $7,827 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $3,299,877-100.0% | $339,002-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 2.3%-2.3pp | 39.1%-39.1pp | 2.3%-2.3pp |
| Annual return | 17.41% | 37.74%-20.3pp | 12.78%+4.6pp | 37.74%-20.3pp |
| Employer contribution / active EE | $3,566 | $15,781-77.4% | $44,816-92.0% | $15,781-77.4% |
| Participant deferral / active EE | $0 | $732-100.0% | $33-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $2,002-100.0% | $9,287-100.0% |