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 |
|---|---|---|
MERCER8+ years Service code 11 · EIN 13-2834414 | Actuarial | $165,383 |
PIMCO FUNDS8+ years Filed as: ALLIANZ PIMCO Service code 27 1633 BROADWAY · NEW YORK, NY 10019 | Advisory (Plan) | $44,359 |
Filed as: MARTIN Service code 27 · EIN 98-0038240 | Advisory (Plan) | $11,087 |
PGIM INVESTMENTS2 years Filed as: JENNISON Service code 27 466 LEXINTINTON AVE · NEW YORK, NY 10017 | Advisory (Plan) | $9,246 |
ALLSPRING1 year Service code 27 · EIN 36-4863445 | Advisory (Plan) | $8,377 |
Filed as: CURTIS MALLET PREVOST, COLT & MOSLE Service code 29 · EIN 13-5018900 | Legal | $7,348 |
INVESCO1 year Service code 27 · EIN 16-0473255 | Advisory (Plan) | $6,897 |
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.
Annual investment return 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 | $195,758-100.0% | $182,032-100.0% | $287,075-100.0% |
| Participation rate | 0.0% | 25.1%-25.1pp | 13.4%-13.4pp | 55.8%-55.8pp |
| Annual return | -6.94% | 3.72%-10.7pp | 7.70%-14.6pp | 24.42%-31.4pp |
| Employer contribution / active EE | $0 | $38,217-100.0% | $28,478-100.0% | $41,338-100.0% |
| Participant deferral / active EE | $0 | $2-100.0% | $49-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $61,373-100.0% | $51,246-100.0% | $22,079-100.0% |