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 |
|---|---|---|
THE ANGELL PENSION GROUP, INC.6+ years Service code 11 · EIN 04-2530412 | Actuarial | $26,951 |
BDO USA, LLP6+ years Service code 10 · EIN 13-5381590 | Accounting | $14,000 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 13 · EIN 04-1590850 | Contract Administrator | $11,800 |
CALVERT4 years Service code 52 · EIN 52-1233223 | Indirect Investment Fees | $0 |
INVESCO2 years Service code 52 · EIN 22-3849391 | Indirect Investment Fees | $0 |
RIDGEWORTH1 year Filed as: VIRTUS MUTUAL FUNDS Service code 52 · EIN 06-1349805 | Indirect Investment Fees | $0 |
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 | $34,741-100.0% | $220,428-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 10.5%-10.5pp | 43.5%-43.5pp | 1.7%-1.7pp |
| Annual return | 6.62% | 9.03%-2.4pp | 90.60%-84.0pp | 627.08%-620.5pp |
| Employer contribution / active EE | $10,041 | $13,843-27.5% | $32,727-69.3% | $18,824-46.7% |
| Participant deferral / active EE | $0 | $126-100.0% | $40-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $249-100.0% | $12,805-100.0% | $1,923-100.0% |