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 13 · EIN 52-6218800 | Contract Administrator | $173,561 |
Filed as: ATLANTA CAPITAL MANAGEMENT CO. Service code 27 · EIN 58-2236910 | Advisory (Plan) | $92,510 |
HORIZON ACTUARIAL SERVICES, LLC10+ years Service code 11 · EIN 26-1370698 | Actuarial | $63,791 |
STANDARD VALUATIONS1 year Filed as: STANDARD VALUATIONS INC. Service code 34 · EIN 41-1327339 | Valuation (appraisals, etc.); Direct ... | $55,000 |
LAPADULA CARLSON & CO3 years Service code 10 · EIN 65-0292391 | Accounting | $51,113 |
Service code 16 · EIN 58-2432930 | Consulting | $34,015 |
WEDGE CAPITAL MANAGEMENT1 year Filed as: WEDGE CAPITAL MANAGEMENT LLP Service code 27 · EIN 56-1557450 | Advisory (Plan) | $33,966 |
ARNALL GOLDEN GREGORY LLP8 years Service code 23 · EIN 58-0543673 | Insurance services; Direct payment fr... | $14,814 |
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 | $0 | $181,048-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.4%-22.4pp | 0.0%0pp |
| Annual return | 8.58% | 10.50%-1.9pp | 9.65%-1.1pp | 9.22%-0.6pp |
| Employer contribution / active EE | $5,344 | $14,720-63.7% | $26,259-79.6% | $13,567-60.6% |
| Participant deferral / active EE | $0 | $133-100.0% | $145-100.0% | $575-100.0% |
| Admin fee / account holder | $0 | $0 | $749-100.0% | - |