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 |
|---|---|---|
AON CONSULTING8 years Service code 10 · EIN 22-2232264 | Accounting | $175,486 |
CONDUENT HR CONSULTING, LLC9 years Filed as: CONDUENT INCORPORATED Service code 15 · EIN 81-2983623 | Recordkeeping | $71,369 |
THE KULLMAN FIRM1 year Service code 29 · EIN 72-0757805 | Legal | $66,864 |
PRICEWATERHOUSECOOPERS LLP4 years Filed as: PWC LLP Service code 10 · EIN 13-4008324 | Accounting | $26,999 |
STATE STREET GLOBAL ADVISORS11+ years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 15 · EIN 04-6028663 | Recordkeeping | $24,495 |
XEROX CORPORATION11+ years Service code 13 · EIN 16-0460820 | Contract Administrator | $16,368 |
Service code 27 · EIN 04-3638035 | Advisory (Plan) | $7,837 |
MEKETA INVESTMENT GROUP1 year Filed as: MEKETA INVESTMENT GROUP, INC Service code 27 · EIN 04-2659023 | Advisory (Plan) | $5,639 |
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 | $36,224-100.0% | $105,290-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.3%-12.3pp | 2.1%-2.1pp |
| Annual return | 6.45% | 5.07%+1.4pp | 52.39%-45.9pp | 9.14%-2.7pp |
| Employer contribution / active EE | $27,934 | $13,307+109.9% | $23,486+18.9% | $19,963+39.9% |
| Participant deferral / active EE | $0 | $0 | $224-100.0% | $919-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | $4,431-100.0% | $200-100.0% |