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 |
|---|---|---|
WILLIS TOWERS WATSON US LLC4+ years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $60,925 |
METLIFE LIFE INSURANCE COMPANY4+ years Filed as: METLIFE Service code 13 · EIN 13-5581829 | Contract Administrator | $26,992 |
SUTTON FROST CARY LLP4+ years Service code 10 · EIN 75-2593210 | Accounting | $18,750 |
US BANK4+ years Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 12 · EIN 31-0841368 | Custodial (other than securities); Ac... | $15,601 |
NEPC, LLC1 year Service code 16 · EIN 26-1429809 | Consulting | $9,358 |
LOCKE LORD LLP2 years Service code 29 · EIN 74-1164324 | Legal | $6,115 |
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.
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 | $56,828-100.0% | $476,019-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 10.9%-10.9pp | 5.3%-5.3pp | 46.4%-46.4pp |
| Annual return | -6.82% | -0.75%-6.1pp | 4.36%-11.2pp | -82.66%+75.8pp |
| Employer contribution / active EE | $1,205,252 | $45,586+2543.9% | $27,383+4301.4% | $43,769+2653.6% |
| Participant deferral / active EE | $0 | $51-100.0% | $75-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $6,727-100.0% | $14,020-100.0% | $11,204-100.0% |