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 |
|---|---|---|
ASCENSUS LLC3 years Filed as: ASCENSUS, LLC Service code 11 · EIN 82-3719843 | Actuarial | $26,905 |
THE CONCORD ADVISORY GROUP6 years Filed as: THE CONCORD ADVISORY GROUP, LTD. Service code 27 P.O. BOX CN 5275 · PRINCETON, NJ 085425275 | Advisory (Plan) | $12,789 |
Filed as: L.M. HENDERSON & COMPANY, LLC Service code 10 · EIN 20-5520612 | Accounting | $11,600 |
PNC BANK, N.A.5 years Filed as: PNC Service code 21 · EIN 22-1146430 | Bank Trustee | $9,723 |
DIMENSIONAL FUND ADVISORS5 years Filed as: DIMENSIONAL FUND ADVISORS LP Service code 28 6300 BEE COVE ROAD · AUSTIN, TX 78745 | Investment Management | $6,945 |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $36,224-100.0% | $284,260-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 15.3%-15.3pp | 2.1%-2.1pp |
| Annual return | 14.84% | 9.11%+5.7pp | 37.43%-22.6pp | 9.14%+5.7pp |
| Employer contribution / active EE | $0 | $14,280-100.0% | $38,058-100.0% | $19,963-100.0% |
| Participant deferral / active EE | $0 | $758-100.0% | $121-100.0% | $919-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | $266,169-100.0% | $200-100.0% |