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 |
|---|---|---|
Filed as: PRINCIPAL CUSTODY SOLUTIONS Service code 19 · EIN 51-0099493 | Securities Custodian | $207,334 |
NEPC, LLC2 years Filed as: NEPC LLC Service code 27 · EIN 26-1429809 | Advisory (Plan) | $109,315 |
Service code 28 780 THIRD AVENUE · NEW YORK, NY 10017 | Investment Management | $46,524 |
MARCUM LLP2 years Service code 10 · EIN 11-1986323 | Accounting | $35,535 |
WELLINGTON TRUST COMPANY4 years Filed as: WELLINGTON TRUST Service code 28 · EIN 04-2755549 | Investment Management | $17,874 |
LOOMIS SAYLES2 years Filed as: LOOMIS SAYLES & CO Service code 28 | Investment Management | $17,407 |
STATE STREET GLOBAL ADVISORS4 years Service code 18 · EIN 81-4017137 | Investment management fees paid direc... | $6,800 |
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.
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 | 12.35% | 17.94%-5.6pp | 32.30%-20.0pp | 37.74%-25.4pp |
| Employer contribution / active EE | $14,029 | $10,320+35.9% | $33,955-58.7% | $15,781-11.1% |
| 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% |