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 |
|---|---|---|
FID INV INST OPS CO9+ years Filed as: FID MGMT TRUST CO Service code 25 · EIN 04-3022712 | Directed Trustee | $356,474 |
WILLIS TOWERS WATSON US LLC7 years Filed as: WILLIS TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $106,950 |
Filed as: PRUDENTIAL FINANCIAL, INC. Service code 27 655 BROAD STREET · NEWARK, NJ 07102 | Advisory (Plan) | $95,532 |
MERCER9+ years Filed as: MERCER INVESTMENT CONSULTING Service code 28 · EIN 13-2834414 | Investment Management | $31,620 |
BLACKROCK9+ years Filed as: BLACKROCK, INC. Service code 27 400 HOWARD STREET · SAN FRANCISCO, CA 94105 | Advisory (Plan) | $27,892 |
WITHUMSMITH+BROWN, PC5 years Filed as: RUBIN BROWN LLP Service code 10 · EIN 43-0765316 | Accounting | $23,700 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $13,363-100.0% | $331,632-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 2.2%-2.2pp | 48.3%-48.3pp | 2.2%-2.2pp |
| Annual return | 10.72% | 9.11%+1.6pp | 10.59%+0.1pp | 9.11%+1.6pp |
| Employer contribution / active EE | $6,605 | $12,231-46.0% | $43,976-85.0% | $12,231-46.0% |
| Participant deferral / active EE | $0 | $1,272-100.0% | $166-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $25,063-100.0% | $125-100.0% |