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 | Investment management fees paid indir... | $509,084 |
MILLIMAN, INC.4 years Service code 11 · EIN 91-0675641 | Actuarial | $153,452 |
Filed as: FIDELITY INVESTMENTS Service code 27 · EIN 04-2882358 | Advisory (Plan) | $45,544 |
Filed as: HOLTHOUSE CARLIN & VAN TRIGT Service code 10 · EIN 95-4345526 | Accounting | $23,001 |
Filed as: ROLAND G SIMPSON, A LAW CORPORATION Service code 29 811 WILSHIRE BOULEVARD · LOS ANGELES, CA 900172606 | Legal | $6,213 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,185,213-100.0% | $305,030-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 44.7%-44.7pp | - |
| Annual return | 8.38% | 42.38%-34.0pp | 380.66%-372.3pp | - |
| Employer contribution / active EE | $44,960 | $19,943+125.4% | $45,083-0.3% | - |
| Participant deferral / active EE | $0 | $669-100.0% | $272-100.0% | - |
| Admin fee / account holder | $0 | $2,937-100.0% | $12,800-100.0% | - |