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 |
|---|---|---|
PRECIOSA LAVRADOR7+ years Service code 30 · EIN 22-3095464 | Employee (plan); Direct payment from ... | $133,225 |
NEPC, LLC4 years Service code 28 · EIN 26-1429809 | Investment Management | $126,239 |
Service code 28 · EIN 13-3863161 | Investment Management | $119,345 |
MORNINGSIDE ASSET MANAGEMENT LLC6 years Service code 28 · EIN 47-4122178 | Investment Management | $112,503 |
Service code 28 · EIN 20-0626809 | Investment Management | $101,234 |
MILLIMAN, INC.7+ years Filed as: MILLIMAN INC Service code 11 · EIN 91-0675641 | Actuarial | $99,896 |
JERRY VITA7+ years Service code 30 · EIN 22-3095464 | Employee (plan); Direct payment from ... | $91,154 |
OXFELD COHEN PC5 years Service code 29 · EIN 01-0725849 | Legal | $90,683 |
THE BANK OF NEW YORK MELLON7+ years Filed as: BANK OF NEW YORK MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $74,236 |
ANA SILVA7+ years Service code 30 · EIN 22-3095464 | Employee (plan); Direct payment from ... | $70,495 |
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 | $204,024-100.0% | $454,052-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 10.0%-10.0pp | 18.4%-18.4pp | 3.7%-3.7pp |
| Annual return | 16.73% | 12.07%+4.7pp | 8.95%+7.8pp | 15.63%+1.1pp |
| Employer contribution / active EE | $4,131 | $9,481-56.4% | $46,559-91.1% | $11,476-64.0% |
| Participant deferral / active EE | $0 | $26-100.0% | $131-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $561-100.0% | $19,831-100.0% | $429-100.0% |