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 |
|---|---|---|
WILSON, HAAG & CO.4+ years Service code 10 · EIN 75-2333913 | Accounting | $90,000 |
Filed as: BNY MELLON Service code 51 240 GREENWICH ST · NEW YORK, NY 10286 | Investment Mgmt Fees | $69,632 |
THE SEGAL COMPANY4+ years Filed as: SEGAL ADVISORS Service code 19 · EIN 94-1503999 | Securities Custodian | $40,000 |
STEWART C. MILLER & CO., INC.4+ years Filed as: STEWART, MARTIN, DUDLEY & WEBB, P.C Service code 10 · EIN 75-2290093 | Accounting | $26,209 |
INVESCO1 year Filed as: INVESCO ADVISORS, INC. Service code 51 2 PEACHTREE POINTE · ATLANTA, GA 30309 | Investment Mgmt Fees | $25,432 |
ACRF MANAGEMENT, LLC1 year Service code 51 515 S. FLOWER ST · LOS ANGELES, CA 90071 | Investment Mgmt Fees | $12,600 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,431 | $56,443-46.1% | $83,848-63.7% | $55,725-45.4% |
| Participation rate | 100.0% | 72.0%+28.0pp | 76.1%+23.9pp | 70.9%+29.1pp |
| Annual return | -2.05% | 393.67%-395.7pp | 850.88%-852.9pp | 244.93%-247.0pp |
| Employer contribution / active EE | $4,032 | $2,682+50.3% | $3,631+11.0% | $2,078+94.0% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,082-100.0% | $3,356-100.0% |
| Admin fee / account holder | $135 | $156-13.9% | $5,478-97.5% | $115+16.8% |