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.
| Provider | Service type | Compensation |
|---|---|---|
OCTOBER THREE CONSULTING LLC1+ years Filed as: OCTOBER THREE LLC Service code 17 · EIN 27-1175487 | Pension Consulting | $193,929 |
Filed as: FIDELITY MANAGEMENT TRUST COMPANY Service code 13 · EIN 04-3523427 | Contract Administrator | $87,997 |
MEADEN & MOORE, LTD.1+ years Filed as: MEADEN & MOORE LTD Service code 10 · EIN 34-1818258 | Accounting | $14,800 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $13,363-100.0% | $182,032-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 13.4%-13.4pp | 2.2%-2.2pp |
| Annual return | 14.00% | 10.30%+3.7pp | 7.70%+6.3pp | 9.11%+4.9pp |
| Employer contribution / active EE | $2,303 | $9,006-74.4% | $28,478-91.9% | $12,231-81.2% |
| Participant deferral / active EE | $0 | $902-100.0% | $49-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $51,246-100.0% | $125-100.0% |