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 |
|---|---|---|
OCTOBER THREE CONSULTING LLC1+ years Filed as: OCTOBER THREE CONSULTING GROUP LLC Service code 11 · EIN 27-1175487 | Actuarial | $63,190 |
AB FUNDS1+ years Filed as: ALLIANCE BERNSTEIN LP Service code 28 · EIN 13-2625874 | Investment Management | $60,948 |
SUNTRUST BANKS, INC.1+ years Filed as: SUNTRUST Service code 19 · EIN 58-0466330 | Securities Custodian | $21,279 |
BKD, LLP1+ years Filed as: DIXON HUGHES GOODMAN LLP Service code 10 · EIN 56-0747981 | Accounting | $9,100 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $74,707-100.0% | $252,559-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 15.0%-15.0pp | 50.9%-50.9pp | 4.3%-4.3pp |
| Annual return | 0.56% | -0.16%+0.7pp | -1.68%+2.2pp | 2.81%-2.3pp |
| Employer contribution / active EE | $15,852 | $33,118-52.1% | $44,959-64.7% | $16,358-3.1% |
| Participant deferral / active EE | $0 | $4,411-100.0% | $330-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $32-100.0% | $12,994-100.0% | $1,639-100.0% |