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 |
|---|---|---|
ROY & ASSOCIATES1+ years Filed as: ROY & ASSOCIATES, INC. Service code 11 · EIN 46-5485762 | Actuarial | $101,382 |
US BANK1+ years Service code 19 · EIN 93-0826646 | Securities Custodian | $31,750 |
JAS, INC.1+ years Service code 14 · EIN 87-0435473 | Plan Administrator | $30,103 |
HENNINGFIELD & ASSOCIATES, INC.1+ years Service code 10 · EIN 54-2189926 | Accounting | $20,200 |
PRINCE, YEATES & GELDZAHLER1+ years Service code 29 · EIN 87-0481872 | Legal | $10,453 |
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.
Annual investment return 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 | $49,677-100.0% | $374,107-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 3.6%-3.6pp |
| Annual return | -7.33% | 5.80%-13.1pp | 4.74%-12.1pp | 11.88%-19.2pp |
| Employer contribution / active EE | $1,283 | $15,506-91.7% | $36,089-96.4% | $14,612-91.2% |
| Participant deferral / active EE | $0 | $206-100.0% | $59-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $10,677-100.0% | $637-100.0% |