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 9-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 |
|---|---|---|
FIAM LLC6+ years Filed as: FIAM Service code 28 · EIN 20-4659714 | Investment Management | $51,563 |
CONDUENT HR CONSULTING, LLC5 years Filed as: CONDUENT Service code 11 · EIN 13-3954297 | Actuarial | $48,811 |
FID INV INST OPS CO6+ years Filed as: FID MGMT TRUST CO Service code 17 · EIN 04-3022712 | Pension Consulting | $20,000 |
SCNEIDERDOWNS6+ years Service code 10 · EIN 25-1408703 | Accounting | $18,800 |
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 | $380,165-100.0% | $369,410-100.0% | $286,844-100.0% |
| Participation rate | 0.0% | 36.6%-36.6pp | 29.4%-29.4pp | 37.6%-37.6pp |
| Annual return | 5.16% | 8.06%-2.9pp | 8.28%-3.1pp | 9.30%-4.1pp |
| Employer contribution / active EE | $0 | $44,952-100.0% | $40,747-100.0% | $43,742-100.0% |
| Participant deferral / active EE | $0 | $27-100.0% | $26-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $4,690-100.0% | $4,495-100.0% | $12,596-100.0% |