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 6-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 |
|---|---|---|
WILLIS TOWERS WATSON US LLC3 years Filed as: WTW Service code 11 · EIN 53-0181291 200 LIBERTY STREET · NEW YORK, NY 10281 | Actuarial | $617,404 |
Service code 29 1345 6TH AVE · NEW YORK, NY 10105 | Legal | $290,493 |
SEI INVESTMENTS5+ years Filed as: SEI INVESTMENT COMPANY Service code 28 · EIN 23-1707341 1 FREEDOM VALLEY DRIVE · OAKS, PA 19456 | Investment Management | $194,790 |
THE SEGAL COMPANY4 years Filed as: SEGAL ADVISORS Service code 27 · EIN 12-2646110 333 WEST 34TH STREET · NEW YORK, NY 10001 | Advisory (Plan) | $21,805 |
LEGACY PROFESSIONALS LLP1 year Service code 10 4 WESTBROOK CORPORATE CENTER · WESTCHESTER, IL 60154 | Accounting | $17,250 |
CITIBANK2 years Service code 21 388 GREENWICH STREET · NEW YORK, NY 10013 | Bank Trustee | $5,405 |
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 | $3,299,877-100.0% | $331,632-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 48.3%-48.3pp | 2.3%-2.3pp |
| Annual return | 5.10% | 18.69%-13.6pp | 10.59%-5.5pp | 37.74%-32.6pp |
| Employer contribution / active EE | $49,689 | $12,263+305.2% | $43,976+13.0% | $15,781+214.9% |
| Participant deferral / active EE | $0 | $0-100.0% | $166-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $25,063-100.0% | $9,287-100.0% |