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 CONSULTING6 years Service code 10 · EIN 22-2232264 | Accounting | $145,934 |
CONDUENT HR CONSULTING, LLC7 years Filed as: CONDUENT INCORPORATED Service code 15 · EIN 81-2983623 | Recordkeeping | $56,344 |
MORGAN STANLEY SMITH BARNEY7 years Filed as: MORGAN LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $32,606 |
STATE STREET GLOBAL ADVISORS9+ years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 15 · EIN 04-6028663 | Recordkeeping | $21,654 |
PRICEWATERHOUSECOOPERS LLP2 years Filed as: PWC LLP Service code 10 · EIN 13-4008324 | Accounting | $15,208 |
XEROX CORPORATION9+ years Service code 13 · EIN 16-0460820 | Contract Administrator | $13,781 |
Service code 27 · EIN 04-3638035 | Advisory (Plan) | $12,577 |
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.
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 | $59,936-100.0% | $182,032-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 12.5%-12.5pp | 13.4%-13.4pp | 2.4%-2.4pp |
| Annual return | -2.24% | 9.67%-11.9pp | 7.70%-9.9pp | 22.81%-25.1pp |
| Employer contribution / active EE | $2,411 | $11,016-78.1% | $28,478-91.5% | $18,290-86.8% |
| Participant deferral / active EE | $0 | $721-100.0% | $49-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $952-100.0% | $51,246-100.0% | $85,222-100.0% |