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 LLC6+ years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $48,500 |
NEPC, LLC3 years Service code 16 · EIN 26-1429809 | Consulting | $38,266 |
US BANK6+ years Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 12 · EIN 31-0841368 | Account maintenance fees; Float reven... | $35,084 |
METLIFE LIFE INSURANCE COMPANY6+ years Filed as: METLIFE Service code 13 · EIN 13-5581829 | Contract Administrator | $24,636 |
SUTTON FROST CARY LLP6+ years Service code 10 · EIN 75-2593210 | Accounting | $22,500 |
WESTWOOD TRUST2 years Filed as: WESTWOOD MANAGEMENT CORP Service code 28 · EIN 13-3160186 | Investment Management | $14,084 |
Service code 28 · EIN 75-1630300 | Investment Management | $6,348 |
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 | $120,737-100.0% | $91,826-100.0% | $254,510-100.0% |
| Participation rate | 0.0% | 10.0%-10.0pp | 4.7%-4.7pp | 43.0%-43.0pp |
| Annual return | 14.01% | 4.61%+9.4pp | 793.01%-779.0pp | 259.13%-245.1pp |
| Employer contribution / active EE | $1,974,290 | $40,806+4738.2% | $27,004+7211.1% | $41,469+4660.9% |
| Participant deferral / active EE | $0 | $155-100.0% | $154-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $9,698-100.0% | $4,239-100.0% | $21,546-100.0% |