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 8-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 |
|---|---|---|
PRICEWATERHOUSECOOPERS LLP3 years Service code 11 · EIN 13-4008324 | Actuarial | $36,003 |
PIMCO FUNDS2 years Filed as: PACIFIC INVESTMENT MANAGEMENT CO. Service code 28 · EIN 33-0629048 | Investment Management | $17,988 |
NORTHERN TRUST COMPANY3 years Service code 19 · EIN 36-1561860 | Securities Custodian | $17,808 |
Filed as: NISA Service code 28 · EIN 48-1140940 | Investment Management | $17,137 |
BONADIO & CO., LLP4 years Service code 10 · EIN 16-1131146 | Accounting | $15,712 |
BLACKROCK2 years Service code 28 · EIN 94-3112180 | Investment Management | $13,094 |
Filed as: GRANAHAN INVESTMENT Service code 19 · EIN 76-0658411 | Securities Custodian | $11,455 |
UBS FINANCIAL SERVICES INC2 years Filed as: UBS GLOBAL ASSET MANAGEMENT Service code 28 · EIN 13-2638165 | Investment Management | $7,884 |
NEPC, LLC6 years Service code 28 · EIN 26-1429809 | Investment Management | $5,081 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $350,408-100.0% | - | $350,408-100.0% |
| Participation rate | 0.0% | 44.4%-44.4pp | 0.0%0pp | 44.4%-44.4pp |
| Annual return | -87.05% | -21.89%-65.2pp | 179.55%-266.6pp | -14.65%-72.4pp |
| Employer contribution / active EE | $0 | $32,024-100.0% | $24,917-100.0% | $46,320-100.0% |
| Participant deferral / active EE | $0 | $259-100.0% | $463-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $14,631-100.0% | - | $14,631-100.0% |