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 LLC7 years Service code 11 · EIN 27-1175487 | Actuarial | $104,137 |
AB FUNDS5 years Filed as: ALLIANCE BERNSTEIN LP Service code 28 · EIN 13-4064930 | Investment Management | $67,440 |
BAKER TILLY US, LLP5 years Service code 10 · EIN 39-1413443 | Accounting | $25,214 |
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 | $185,041-100.0% | $306,246-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 16.7%-16.7pp | 62.9%-62.9pp | 2.4%-2.4pp |
| Annual return | 12.65% | 10.25%+2.4pp | 35.14%-22.5pp | 22.81%-10.2pp |
| Employer contribution / active EE | $73,869 | $45,684+61.7% | $46,378+59.3% | $18,290+303.9% |
| Participant deferral / active EE | $0 | $180-100.0% | $69-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $28,548-100.0% | $4,448-100.0% | $85,222-100.0% |