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 |
|---|---|---|
OCTOBER THREE CONSULTING LLC4 years Service code 11 · EIN 27-1175487 | Actuarial | $89,560 |
AB FUNDS2 years Filed as: ALLIANCE BERNSTEIN LP Service code 28 · EIN 13-4064930 | Investment Management | $27,726 |
BAKER TILLY US, LLP2 years Service code 10 · EIN 39-0859910 | Accounting | $19,950 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $409,661-100.0% | $305,030-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.7%-44.7pp | 1.7%-1.7pp |
| Annual return | 10.66% | 6915.14%-6904.5pp | 380.66%-370.0pp | 627.08%-616.4pp |
| Employer contribution / active EE | $63,171 | $39,618+59.5% | $45,083+40.1% | $18,824+235.6% |
| Participant deferral / active EE | $0 | $161-100.0% | $272-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $12,800-100.0% | $1,923-100.0% |