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.
| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS1+ years Filed as: SEI INVESTMENT COMPANY Service code 28 · EIN 23-1707341 1 FREEDOM VALLEY DRIVE · OAKS, PA 19456 | Investment Management | $705,359 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 98-0352587 200 LIBERTY STREET · NEW YORK, NY 10281 | Actuarial | $179,651 |
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.
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $18,026,966-100.0% | $261,924-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 36.8%-36.8pp | 1.8%-1.8pp |
| Annual return | -4.49% | -0.13%-4.4pp | -2.99%-1.5pp | 0.19%-4.7pp |
| Employer contribution / active EE | $0 | $16,248-100.0% | $41,623-100.0% | $13,763-100.0% |
| Participant deferral / active EE | $0 | $82-100.0% | $35-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $38,841-100.0% | $426-100.0% |