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 |
|---|---|---|
RUDD & WISDOM, INC.6+ years Filed as: RUDD AND WISDOM, INC. Service code 11 · EIN 74-1896655 | Actuarial | $174,759 |
AMERICAN FUNDS3 years Filed as: ADVANCED CAPITAL GROUP Service code 28 · EIN 41-1921960 | Investment Management | $51,928 |
US BANK6+ years Filed as: US BANK, N.A. Service code 21 · EIN 31-0841368 | Bank Trustee | $16,299 |
DEAN DORTON ALLEN FORD, PLLC2 years Service code 10 · EIN 27-3858252 | Accounting | $12,875 |
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 | $2,822,362-100.0% | $353,945-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 20.8%-20.8pp | 0.6%-0.6pp |
| Annual return | 7.81% | 15.15%-7.3pp | 10.57%-2.8pp | 11.45%-3.6pp |
| Employer contribution / active EE | $33,757 | $16,781+101.2% | $29,483+14.5% | $17,219+96.0% |
| Participant deferral / active EE | $0 | $1,180-100.0% | $150-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $2,009-100.0% | $15,480-100.0% |