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 8-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 |
|---|---|---|
Filed as: TOWERS WATSON DELAWARE, INC. Service code 11 · EIN 53-0181291 | Actuarial | $49,864 |
US BANK1 year Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 21 · EIN 31-0841368 | Bank Trustee | $8,584 |
ELLIOTT DAVIS, LLC1 year Filed as: ELLIOTT DAVIS, LLP Service code 10 · EIN 57-0381582 | Accounting | $6,000 |
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 | $105,125-100.0% | $157,995-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 14.6%-14.6pp | 41.3%-41.3pp | 14.6%-14.6pp |
| Annual return | 56073.01% | 1298.66%+54774.3pp | 83.75%+55989.3pp | 10.56%+56062.4pp |
| Employer contribution / active EE | $10,579 | $13,000-18.6% | $41,592-74.6% | $13,643-22.5% |
| Participant deferral / active EE | $0 | $63-100.0% | $77-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $3,354-100.0% | $678-100.0% | $3,354-100.0% |