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 |
|---|---|---|
OCTOBER THREE CONSULTING LLC5 years Service code 11 · EIN 27-1175487 233 S. WACKER DRIVE, SUITE 8350 · CHICAGO, IL 60606 | Actuarial | $225,144 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 · EIN 26-0058143 4208 SIX FORKS ROAD, SUITE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $85,000 |
THE VANGUARD GROUP, INC.9+ years Filed as: VANGUARD FIDUCIARY TRUST COMPANY Service code 21 · EIN 23-3080210 100 VANGUARD BLVD · MALVERN, PA 19355 | Bank Trustee | $54,801 |
Service code 29 · EIN 86-0574082 2390 E CAMELBACK ROAD, SUITE 130 · PHOENIX, AZ 85016 | Legal | $38,083 |
Filed as: HOLTHOUSE CARLIN& VAN TRIGT LLP Service code 10 · EIN 95-4345526 15760 VENTURA BOULEVARD, SUITE 1700 · ENCINO, CA 91436 | Accounting | $14,400 |
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 | $3,299,877-100.0% | $306,246-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 62.9%-62.9pp | 2.3%-2.3pp |
| Annual return | 13.08% | 11.98%+1.1pp | 35.14%-22.1pp | 37.74%-24.7pp |
| Employer contribution / active EE | $111,874 | $57,753+93.7% | $46,378+141.2% | $15,781+608.9% |
| Participant deferral / active EE | $0 | $1,774-100.0% | $69-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $4,448-100.0% | $9,287-100.0% |