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 |
|---|---|---|
NEPC, LLC1 year Filed as: NEPC LLC Service code 27 · EIN 26-1429809 | Advisory (Plan) | $151,793 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $138,194 |
MILLIMAN, INC.8+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $59,524 |
Service code 28 780 THIRD AVENUE · NEW YORK, NY 10017 | Investment Management | $53,543 |
WELLINGTON TRUST COMPANY3 years Filed as: WELLINGTON TRUST Service code 28 · EIN 04-2755549 | Investment Management | $41,103 |
LOOMIS SAYLES1 year Filed as: LOOMIS SAYLES & CO Service code 28 · EIN 04-3200030 | Investment Management | $28,480 |
STATE STREET GLOBAL ADVISORS3 years Service code 18 · EIN 81-4017137 | Custodial (securities); Investment ma... | $21,669 |
COMERICA BANK1 year Filed as: COMERICA Service code 19 · EIN 42-1741646 | Securities Custodian | $20,165 |
WILLIAM BLAIR2 years Service code 28 · EIN 27-6331814 | Investment Management | $15,243 |
Filed as: L&G INVESTMENT MANAGEMENT Service code 28 · EIN 35-7085469 | Investment Management | $12,104 |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $164,233-100.0% | $270,125-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.7%-35.7pp | 0.0%0pp |
| Annual return | -20.31% | -10.37%-9.9pp | -38.85%+18.5pp | 2.77%-23.1pp |
| Employer contribution / active EE | $1,669 | $8,700-80.8% | $37,752-95.6% | $15,262-89.1% |
| Participant deferral / active EE | $0 | $174-100.0% | $16-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $16,942-100.0% | $1,015-100.0% |