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 |
|---|---|---|
BLACKROCK10+ years Filed as: BLACKROCK INSTITUTIONAL TRUST Service code 28 · EIN 94-3112180 | Investment Management | $888,227 |
Filed as: GALLAGHER BENEFIT SERVICES INC. Service code 11 · EIN 36-4291971 | Actuarial | $275,059 |
CHARLES SCHWAB & CO., INC.7 years Filed as: SCHWAB RETIREMENT PLAN SERVICES Service code 11 · EIN 74-2279754 | Actuarial | $94,267 |
WITHUMSMITH+BROWN, PC3 years Service code 10 · EIN 22-2027092 | Accounting | $37,508 |
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 | $0 | $308,621-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 57.2%-57.2pp | 0.0%0pp |
| Annual return | 12.22% | 8.15%+4.1pp | 8.06%+4.2pp | 8.76%+3.5pp |
| Employer contribution / active EE | $90,095 | $60,767+48.3% | $42,627+111.4% | $16,627+441.8% |
| Participant deferral / active EE | $0 | $2,320-100.0% | $71-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $8,774-100.0% | - |