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 |
|---|---|---|
US BANK2+ years Filed as: UNION BANK, N.A. Service code 51 · EIN 33-0005888 | Investment Mgmt Fees | $43,079 |
Filed as: KRAVITZ, INC. Service code 11 · EIN 95-3207191 | Actuarial | $34,990 |
THE BANK OF NEW YORK MELLON2+ years Filed as: U.S. BANK, N.A. Service code 24 · EIN 31-0841368 | Discretionary Trustee | $12,457 |
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.
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 | $44,091-100.0% | $451,207-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 4.5%-4.5pp | 35.0%-35.0pp | 4.5%-4.5pp |
| Annual return | 9.36% | 13.95%-4.6pp | 8.77%+0.6pp | 13.95%-4.6pp |
| Employer contribution / active EE | $3,804 | $16,598-77.1% | $36,356-89.5% | $16,598-77.1% |
| Participant deferral / active EE | $0 | $511-100.0% | $68-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $3,635-100.0% | $612-100.0% |