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 |
|---|---|---|
PRICEWATERHOUSECOOPERS LLP10+ years Service code 11 · EIN 13-4008324 | Actuarial | $389,917 |
NEW ENGLAND PENSION CONSULTANTS10+ years Service code 28 · EIN 04-2927339 | Investment Management | $180,931 |
JOHNSTON ASSET MANAGEMENT10+ years Filed as: JOHNSTON INTERNATIONAL EQUITY Service code 28 · EIN 26-6493485 | Investment Management | $137,750 |
Filed as: COLCHESTER Service code 27 · EIN 26-3891733 | Advisory (Plan) | $83,262 |
Filed as: PRUDENTIAL INSURANCE COMPANY Service code 28 · EIN 22-1211670 | Investment Management | $80,793 |
STATE STREET GLOBAL ADVISORS10+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 19 · EIN 04-1867445 | Securities Custodian | $33,570 |
BLACKROCK7 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO NA Service code 28 · EIN 94-3112180 | Investment Management | $33,494 |
EISNERAMPER LLP10+ years Service code 10 · EIN 87-1363769 | Accounting | $31,500 |
RUSSELL TRUST COMPANY5 years Filed as: RUSSELL INVESTMENTS Service code 28 · EIN 04-0025081 | Investment Management | $9,519 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $308,621-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 57.2%-57.2pp | 0.0%0pp |
| Annual return | 7.72% | 8.15%-0.4pp | 8.06%-0.3pp | 8.76%-1.0pp |
| Employer contribution / active EE | $87,555 | $60,767+44.1% | $42,627+105.4% | $16,627+426.6% |
| Participant deferral / active EE | $0 | $2,320-100.0% | $71-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $8,774-100.0% | - |