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 |
|---|---|---|
NYHART2 years Service code 11 · EIN 35-0966414 | Actuarial | $19,037 |
THE CONCORD ADVISORY GROUP2 years Filed as: THE CONCORD ADVISORY GROUP, LTD. Service code 27 P.O. BOX CN 5275 · PRINCETON, NJ 085425275 | Advisory (Plan) | $15,225 |
Filed as: L.M. HENDERSON & COMPANY, LLC Service code 10 · EIN 20-5520612 | Accounting | $12,232 |
PNC BANK, N.A.1 year Filed as: PNC Service code 21 · EIN 22-1146430 | Bank Trustee | $9,487 |
Filed as: DIMENSIONAL FUND ADVISORS LP Service code 28 6300 BEE COVE ROAD · AUSTIN, TX 78745 | Investment Management | $8,143 |
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 | $163,948-100.0% | $454,052-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 2.6%-2.6pp | 18.4%-18.4pp | 8.4%-8.4pp |
| Annual return | 12.56% | 11.99%+0.6pp | 8.95%+3.6pp | 18.34%-5.8pp |
| Employer contribution / active EE | $5,376 | $18,406-70.8% | $46,559-88.5% | $14,665-63.3% |
| Participant deferral / active EE | $0 | $26-100.0% | $131-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $709-100.0% | $19,831-100.0% | $9,141-100.0% |