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 |
|---|---|---|
BLACKROCK9+ years Filed as: BLACKROCK FINANCIAL MANAGEMENT INC. Service code 21 · EIN 13-3806691 | Bank Trustee | $317,589 |
WILLIS TOWERS WATSON US LLC5 years Service code 11 · EIN 53-0181291 | Actuarial | $303,801 |
PRIME, BUCHHOLZ & ASSOCIATES9+ years Service code 21 · EIN 02-0426421 | Bank Trustee | $106,565 |
Filed as: PRINCIPAL FINANCIAL GROUP Service code 26 · EIN 42-1520346 | Advisory (Participants) | $81,592 |
WISS & COMPANY, LLP9+ years Service code 10 · EIN 22-1732349 | Accounting | $25,000 |
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.
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 | $3,299,877-100.0% | $250,986-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 50.6%-50.6pp | 2.3%-2.3pp |
| Annual return | 11.40% | 17.94%-6.5pp | 32.30%-20.9pp | 37.74%-26.3pp |
| Employer contribution / active EE | $23,980 | $10,320+132.4% | $33,955-29.4% | $15,781+51.9% |
| Participant deferral / active EE | $0 | $180-100.0% | $43-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $10,141-100.0% | $9,287-100.0% |