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 3-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 |
|---|---|---|
WEAVER LLP3 years Filed as: MCCARTHY & PREECE Service code 29 · EIN 84-3667887 | Legal | $60,000 |
PRISCILLA FARDUCHI1 year Service code 15 · EIN 48-2849057 | Recordkeeping | $51,464 |
Filed as: JOSEPH GIOVINCO Service code 14 · EIN 46-2849057 | Plan Administrator | $26,496 |
EASTERN STATES JOINT BOARD4+ years Service code 49 · EIN 46-2849057 | Other Services | $26,461 |
WEAVER AND TIDWELL, LLP1 year Filed as: WEAVER & TIDWELL LLP Service code 10 · EIN 75-0786316 | Accounting | $24,000 |
Service code 11 · EIN 99-2136324 | Actuarial | $14,417 |
Service code 28 · EIN 11-2559669 | Investment Management | $12,036 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 22-1467904 | Recordkeeping | $9,848 |
LAWRENCE S. FISCHER, CPA1 year Filed as: LAWRENCE FISCHER, CPA Service code 10 · EIN 52-2326815 | Accounting | $7,450 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $284,260-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 15.3%-15.3pp | 0.0%0pp |
| Annual return | 7.45% | 8.48%-1.0pp | 37.43%-30.0pp | 9.22%-1.8pp |
| Employer contribution / active EE | $2,299 | $8,226-72.1% | $38,058-94.0% | $13,567-83.1% |
| Participant deferral / active EE | $0 | $37-100.0% | $121-100.0% | $575-100.0% |
| Admin fee / account holder | $0 | $0 | $266,169-100.0% | - |