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 7-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 LLC4 years Filed as: WILLIS TOWERS WATSON US, LLC Service code 11 · EIN 53-0181291 | Actuarial | $59,955 |
FIDUCIENT ADVISORS LLC2 years Service code 27 · EIN 36-4001764 | Advisory (Plan) | $30,675 |
SCHNEIDER DOWNS & CO., INC.2 years Filed as: SCHNEIDER DOWNS Service code 10 65 E. STATE STREET · COLUMBUS, OH 432156102 | Accounting | $12,000 |
US BANK5+ years Filed as: U.S. BANK NATIONAL ASSOCIATE Service code 21 · EIN 31-0841368 | Bank Trustee | $9,674 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $503,327-100.0% | $104,068-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 52.6%-52.6pp | - |
| Annual return | -19.65% | 55.68%-75.3pp | -10.12%-9.5pp | - |
| Employer contribution / active EE | $17,475 | $21,727-19.6% | $47,166-63.0% | - |
| Participant deferral / active EE | $0 | $0 | $492-100.0% | - |
| Admin fee / account holder | $0 | $311,717-100.0% | $4,025-100.0% | - |