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 |
|---|---|---|
Service code 19 · EIN 56-0223230 | Securities Custodian | $115,836 |
FINDLEY1 year Filed as: FINDLEY, INC. Service code 11 · EIN 34-1213174 | Actuarial | $58,545 |
Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 4208 SIX FORKS ROAD, SUITE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $18,750 |
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 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 | $34,123-100.0% | $198,173-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 13.5%-13.5pp | 42.0%-42.0pp | 4.5%-4.5pp |
| Annual return | 15.26% | 10.93%+4.3pp | 10.16%+5.1pp | 13.95%+1.3pp |
| Employer contribution / active EE | $1,236 | $10,209-87.9% | $33,192-96.3% | $16,598-92.6% |
| Participant deferral / active EE | $0 | $442-100.0% | $66-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $123-100.0% | $7,531-100.0% | $612-100.0% |