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 |
|---|---|---|
BUCK GLOBAL, LLC7 years Service code 11 · EIN 13-3954297 | Actuarial | $143,078 |
THE VANGUARD GROUP, INC.10+ years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-2186884 | Recordkeeping | $15,794 |
MILLER KAPLAN ARASE LLP10+ years Service code 10 · EIN 95-2036255 4123 LANKERSHIM BOULEVARD · NORTH HOLLYWOOD, CA 91602 | Accounting | $12,850 |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | $308,621-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 57.2%-57.2pp | 2.1%-2.1pp |
| Annual return | 8.05% | 6.37%+1.7pp | 8.06%0pp | 7.65%+0.4pp |
| Employer contribution / active EE | $0 | $48,945-100.0% | $42,627-100.0% | $20,599-100.0% |
| Participant deferral / active EE | $515 | $3,958-87.0% | $71+627.1% | $1,172-56.1% |
| Admin fee / account holder | $0 | $193-100.0% | $8,774-100.0% | $193-100.0% |