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 4-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 |
|---|---|---|
UNITED ADMINISTRATIVE SERVICES5+ years Service code 13 · EIN 94-1749354 | Contract Administrator | $287,167 |
GOLDMAN SACHS5+ years Filed as: CORBIN CAPITAL PARTNERS LP Service code 51 · EIN 30-0299433 | Investment Mgmt Fees | $213,177 |
ULLICO1 year Filed as: ULLICO INVESTMENT ADVISORS INC Service code 51 · EIN 52-6435649 | Investment Mgmt Fees | $207,639 |
Service code 51 · EIN 20-0292745 | Investment Mgmt Fees | $192,774 |
THE SEGAL COMPANY5+ years Service code 11 · EIN 94-1503999 | Actuarial | $163,393 |
FEDERATED4 years Filed as: FEDERATED HERMES, INC. Service code 51 · EIN 94-3267050 | Investment Mgmt Fees | $145,672 |
US BANK5+ years Service code 19 · EIN 31-0841368 | Securities Custodian | $132,088 |
SALTZMAN & JOHNSON5+ years Service code 29 · EIN 94-2376174 | Legal | $128,800 |
RIVERBRIDGE PARTNERS5+ years Service code 51 · EIN 41-1930193 | Investment Mgmt Fees | $127,667 |
THE SEGAL COMPANY5+ years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 36-3555078 | Advisory (Plan) | $100,000 |
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 | $181,048-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.4%-22.4pp | 0.0%0pp |
| Annual return | 8.91% | 9.57%-0.7pp | 9.65%-0.7pp | 9.57%-0.7pp |
| Employer contribution / active EE | $8,476 | $9,429-10.1% | $26,259-67.7% | $9,429-10.1% |
| Participant deferral / active EE | $0 | $408-100.0% | $145-100.0% | $408-100.0% |
| Admin fee / account holder | $0 | $0 | $749-100.0% | - |