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 7-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 |
|---|---|---|
CONDUENT HR CONSULTING, LLC7+ years Filed as: CONDUENT INCORPORATED Service code 15 · EIN 81-2983623 | Recordkeeping | $1,631,691 |
AON CONSULTING7+ years Filed as: AON CONSULTING INC. Service code 10 · EIN 22-2232264 | Accounting | $684,470 |
STATE STREET GLOBAL ADVISORS7+ years Filed as: STATE STREET BANK & TRUST Service code 15 · EIN 04-6028663 | Recordkeeping | $548,929 |
PRICEWATERHOUSECOOPERS LLP4 years Filed as: PWC LLP Service code 10 · EIN 13-4008324 | Accounting | $387,401 |
XEROX CORPORATION7+ years Service code 13 · EIN 16-0468020 | Contract Administrator | $366,113 |
ROCATON INVESTMENT ADVISORS, LLC7+ years Service code 27 · EIN 04-3638035 | Advisory (Plan) | $174,395 |
MEKETA INVESTMENT GROUP1 year Filed as: MEKETA INVESTMENT GROUP, INC Service code 27 · EIN 04-2659023 | Advisory (Plan) | $131,861 |
DELOITTE & TOUCHE LLP4 years Filed as: DELOITTE & TOUCHE Service code 10 · EIN 86-1065772 | Accounting | $97,560 |
CURCIO WEBB2 years Filed as: CURCIO WEBB, LLC Service code 16 · EIN 36-4171366 | Consulting | $79,204 |
MORGAN STANLEY SMITH BARNEY7+ years Filed as: MORGAN LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $60,557 |
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 | $0 | $105,290-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.3%-12.3pp | 0.0%0pp |
| Annual return | 7.14% | 9.22%-2.1pp | 52.39%-45.2pp | 9.22%-2.1pp |
| Employer contribution / active EE | $31,085 | $13,567+129.1% | $23,486+32.4% | $13,567+129.1% |
| Participant deferral / active EE | $0 | $575-100.0% | $224-100.0% | $575-100.0% |
| Admin fee / account holder | $0 | $0 | $4,431-100.0% | - |