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 9-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 |
|---|---|---|
NICOLAY CONSULTING GROUP2+ years Service code 11 · EIN 94-3158398 | Actuarial | $195,521 |
WELLS FARGO BANK, N.A.2+ years Service code 21 · EIN 94-1347393 | Bank Trustee | $99,042 |
EMPLOYEE BENEFIT LAW GROUP1 year Service code 29 · EIN 68-0195995 | Legal | $16,137 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,723,788-100.0% | $128,366-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 1.9%-1.9pp |
| Annual return | 10.04% | 12.52%-2.5pp | 9.39%+0.6pp | 23.90%-13.9pp |
| Employer contribution / active EE | $6,074 | $13,977-56.5% | $33,466-81.9% | $16,539-63.3% |
| Participant deferral / active EE | $0 | $463-100.0% | $657-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $2,132-100.0% | $18,975-100.0% |