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 |
|---|---|---|
Service code 33 · EIN 13-5674085 | Securities brokerage; Investment mana... | $477,822 |
MILLIMAN, INC.2 years Service code 11 · EIN 91-0675641 | Actuarial | $168,072 |
UBS FINANCIAL SERVICES INC4+ years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $33,481 |
ERISA ATTORNEY SERVICES1 year Service code 29 · EIN 95-4746996 | Legal | $13,475 |
Filed as: ETHAN KRA ACTUARIAL SERVICES LLC Service code 17 26 SWAYZE STREET · WEST ORANGE, NJ 07052 | Pension Consulting | $11,008 |
Filed as: HOLTHOUSE CARLIN & VAN TRIGT Service code 10 · EIN 95-4345526 | Accounting | $8,125 |
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 | $37,197-100.0% | $1,035,159-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 49.6%-49.6pp | 4.7%-4.7pp |
| Annual return | -4.46% | -2.53%-1.9pp | -61.72%+57.3pp | -0.69%-3.8pp |
| Employer contribution / active EE | $45,298 | $37,001+22.4% | $47,703-5.0% | $16,786+169.9% |
| Participant deferral / active EE | $0 | $59-100.0% | $135-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $124-100.0% | $5,792-100.0% | $124-100.0% |