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 6-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 |
|---|---|---|
NYHART2+ years Service code 11 · EIN 39-0966414 | Actuarial | $41,728 |
BKD, LLP1 year Service code 10 · EIN 44-0160260 | Accounting | $21,471 |
OXFORD FINANCIAL GROUP, LTD2+ years Filed as: OXFORD FINANCIAL GROUP Service code 27 · EIN 35-1588335 | Advisory (Plan) | $18,962 |
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 | $43,809-100.0% | $115,939-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 7.6%-7.6pp | 19.3%-19.3pp | 12.6%-12.6pp |
| Annual return | 7.12% | 4.23%+2.9pp | 3.97%+3.1pp | 4.56%+2.6pp |
| Employer contribution / active EE | $3,457 | $16,147-78.6% | $28,168-87.7% | $15,526-77.7% |
| Participant deferral / active EE | $0 | $429-100.0% | $274-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $850-100.0% | $12,837-100.0% | $1,711-100.0% |