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 5-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 |
|---|---|---|
LURIE, LLP2+ years Filed as: LURIE BESIKOF LAPIDUS & COMPANY LLP Service code 11 2501 WAYZATA BOULEVARD · MINNEAPOLIS, MN 55405 | Actuarial | $31,006 |
SIROTE & PERMUTT, PC2+ years Service code 29 2311 HIGHLAND AVENUE SO · BIRMINGHAM, AL 35205 | Legal | $26,271 |
WARREN AVERETT, LLC2+ years Filed as: WARREN AVERETT WEALTH MANAGEMENT Service code 27 2500 ACTON RD. · BIRMINGHAM, AL 35243 | Advisory (Plan) | $23,684 |
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.
Annual investment return 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 | $28,491-100.0% | $219,466-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 13.4%-13.4pp | 44.6%-44.6pp | 3.6%-3.6pp |
| Annual return | 0.95% | 45.66%-44.7pp | 5.00%-4.1pp | 11.88%-10.9pp |
| Employer contribution / active EE | $8,303 | $9,637-13.8% | $35,918-76.9% | $14,612-43.2% |
| Participant deferral / active EE | $0 | $235-100.0% | $75-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $118-100.0% | $13,204-100.0% | $637-100.0% |