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 |
|---|---|---|
MERCER9+ years Service code 11 · EIN 13-2834414 | Actuarial | $323,286 |
PIMCO FUNDS9+ years Filed as: ALLIANZ PIMCO Service code 27 1633 BROADWAY · NEW YORK, NY 10019 | Advisory (Plan) | $73,251 |
COLUMBIA1 year Service code 27 · EIN 36-3376651 | Advisory (Plan) | $29,475 |
Filed as: CURTIS MALLET PREVOST, COLT & MOSLE Service code 29 · EIN 13-5018900 | Legal | $21,408 |
Filed as: MARTIN CURRIE GLOBAL EM Service code 27 · EIN 98-0038240 | Advisory (Plan) | $20,116 |
PGIM INVESTMENTS3 years Filed as: JENNISON Service code 27 466 LEXINGNTON AVE · NEW YORK, NY 10017 | Advisory (Plan) | $16,775 |
BOSTON PARTNERS1 year Service code 27 · EIN 04-3157927 | Advisory (Plan) | $16,726 |
ALLSPRING2 years Service code 27 · EIN 36-4863445 | Advisory (Plan) | $15,022 |
INVESCO2 years Service code 27 · EIN 16-0473255 | Advisory (Plan) | $13,121 |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $110,547-100.0% | $102,492-100.0% | $338,187-100.0% |
| Participation rate | 0.0% | 17.2%-17.2pp | 12.2%-12.2pp | 44.0%-44.0pp |
| Annual return | 99.84% | 3.51%+96.3pp | 5.17%+94.7pp | 13.05%+86.8pp |
| Employer contribution / active EE | $0 | $33,893-100.0% | $26,422-100.0% | $37,639-100.0% |
| Participant deferral / active EE | $0 | $43-100.0% | $78-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $22,109-100.0% | $16,625-100.0% | $30,864-100.0% |