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 |
|---|---|---|
RUSSELL TRUST COMPANY6 years Service code 28 · EIN 91-1116938 | Investment Management | $206,270 |
OCTOBER THREE CONSULTING LLC6 years Service code 11 · EIN 27-1175487 | Actuarial | $74,755 |
BAKER TILLY US, LLP6 years Service code 10 · EIN 39-1413443 | Accounting | $28,379 |
CHARLES SCHWAB & CO., INC.6 years Filed as: SCHWAB RETIRMENT PLAN SERVICES, INC Service code 18 · EIN 34-1479833 | Direct payment from the plan; Trustee... | $21,464 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $55,554-100.0% | $308,621-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 19.8%-19.8pp | 57.2%-57.2pp | 11.0%-11.0pp |
| Annual return | -1.75% | 7.82%-9.6pp | 8.06%-9.8pp | 8.23%-10.0pp |
| Employer contribution / active EE | $50,428 | $18,498+172.6% | $42,627+18.3% | $13,859+263.9% |
| Participant deferral / active EE | $0 | $7-100.0% | $71-100.0% | $61-100.0% |
| Admin fee / account holder | $0 | $918-100.0% | $8,774-100.0% | $1,652-100.0% |