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 |
|---|---|---|
PGIM INVESTMENTS6 years Filed as: PGIM MANAGEMENT Service code 28 655 BROAD STREET, 9TH FLOOR · NEWARK, NJ 071024410 | Investment Management | $576,030 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 50 · EIN 84-0467907 | Direct Payment | $210,478 |
CAPFINANCIAL PARTNERS LLC6 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $183,445 |
WILLIS TOWERS WATSON US LLC8 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $81,911 |
BAKER TILLY US, LLP1 year Service code 10 · EIN 39-0859910 | Accounting | $26,000 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $105,290-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.3%-12.3pp | 0.0%0pp |
| Annual return | 1.80% | 8.43%-6.6pp | 52.39%-50.6pp | 10.71%-8.9pp |
| Employer contribution / active EE | $10,753 | $8,563+25.6% | $23,486-54.2% | $14,986-28.2% |
| Participant deferral / active EE | $0 | $390-100.0% | $224-100.0% | $1,686-100.0% |
| Admin fee / account holder | $0 | $0 | $4,431-100.0% | - |