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 |
|---|---|---|
Service code 11 · EIN 53-0181291 | Actuarial | $1,329,566 |
PRICEWATERHOUSECOOPERS LLP3 years Filed as: PRICEWATERHOUSE COOPERS LLP Service code 10 · EIN 16-4008324 | Accounting | $69,250 |
PROGRESSIVE DIRECT MARKETING5+ years Service code 15 5800 TRANSIT RD · DEPEW, NY 14043 | Recordkeeping | $24,741 |
RISK COMPLIANCE PERFORMANCE SOL.5+ years Service code 13 · EIN 27-4064715 | Contract Administrator | $12,128 |
ALIGHT SOLUTIONS LLC3 years Service code 15 4 OVERLOOK POINT · LINCOLNSHIRE, IL 60069 | Recordkeeping | $5,850 |
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 | $341,093,897-100.0% | $568,132-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | 15.56% | 14.29%+1.3pp | 14.64%+0.9pp | 21.83%-6.3pp |
| Employer contribution / active EE | $64,711 | $12,083+435.6% | $41,831+54.7% | $12,237+428.8% |
| Participant deferral / active EE | $0 | $70-100.0% | $200-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $36,942-100.0% | $1,551,325-100.0% |