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 |
|---|---|---|
FIAM LLC4 years Filed as: FIAM TRUST COMPANY Service code 33 · EIN 20-4659714 | Securities brokerage; Investment mana... | $49,022 |
THE SEGAL COMPANY10+ years Service code 11 · EIN 13-1835864 | Actuarial | $49,000 |
LOOMIS SAYLES5 years Filed as: LOOMIS, SAYLES & COMPANY Service code 51 · EIN 04-3200030 | Investment Mgmt Fees | $42,708 |
THE SEGAL COMPANY10+ years Filed as: SEGAL ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $39,500 |
UBS FINANCIAL SERVICES INC10+ years Filed as: UBS REALTY INVESTORS Service code 51 · EIN 61-1553760 | Investment Mgmt Fees | $29,978 |
WTC CTF DIH6 years Filed as: WTC-CIF II CORE BOND PLUS Service code 51 · EIN 04-2755549 | Investment Mgmt Fees | $28,992 |
Filed as: ABERDEEN Service code 51 · EIN 36-7180580 | Investment Mgmt Fees | $25,699 |
Filed as: TRONCONI SEGARRA & ASSOCIATES LLP Service code 10 · EIN 04-3728817 | Accounting | $19,830 |
LIPSITZ GREEN SCIME & CAMBRIA10+ years Filed as: LIPSITZ GREEN SCIME CAMBRIA LLP Service code 29 · EIN 16-0905097 | Legal | $14,678 |
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 | $178,317-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 20.5%-20.5pp | 0.0%0pp |
| Annual return | 7.59% | 9.12%-1.5pp | 9.57%-2.0pp | 10.77%-3.2pp |
| Employer contribution / active EE | $10,372 | $14,150-26.7% | $26,706-61.2% | $15,292-32.2% |
| Participant deferral / active EE | $0 | $1,813-100.0% | $213-100.0% | $1,813-100.0% |
| Admin fee / account holder | $0 | $0 | $1,620-100.0% | - |