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 |
|---|---|---|
INSIGHT NORTH AMERICA LLC2 years Filed as: INSIGHT NORTH AMERICA, LLC Service code 28 · EIN 82-0983489 | Investment Management | $86,505 |
BUCK GLOBAL, LLC7 years Service code 11 · EIN 13-3954297 | Actuarial | $79,434 |
NORTHERN TRUST COMPANY9 years Service code 19 · EIN 36-1561860 | Securities Custodian | $30,909 |
WELLINGTON TRUST COMPANY1 year Service code 28 · EIN 04-2755549 | Investment Management | $30,847 |
BONADIO & CO., LLP5 years Filed as: BONADIO & CO LLP Service code 10 · EIN 16-1131146 | Accounting | $11,400 |
Service code 27 · EIN 13-3200244 | Advisory (Plan) | $6,671 |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $0 | $334,005-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.7%-43.7pp | 0.0%0pp |
| Annual return | 5.28% | 8.50%-3.2pp | 9.83%-4.6pp | 8.76%-3.5pp |
| Employer contribution / active EE | $0 | $11,009-100.0% | $30,326-100.0% | $16,640-100.0% |
| Participant deferral / active EE | $310 | $240+29.0% | $66+368.5% | $948-67.3% |
| Admin fee / account holder | $0 | $0 | $53,840-100.0% | - |