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 |
|---|---|---|
AGILIS PARTNERS LLC4 years Service code 11 · EIN 04-3513306 | Actuarial | $435,471 |
LEGAL & GENERAL INVESTMENT10+ years Filed as: LEGAL & GENERAL Service code 28 · EIN 20-8058531 | Investment Management | $411,497 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: GRAYSTONE CONSULTING Service code 17 · EIN 26-4310632 | Pension Consulting | $117,463 |
HERBERT SMITH FREEHILLS KRAMER (US)1 year Service code 29 1177 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Legal | $106,137 |
THE BANK OF NEW YORK MELLON11+ years Service code 19 · EIN 13-5160382 | Securities Custodian | $68,669 |
BDO USA, LLP3 years Filed as: BDO USA, P.C. Service code 10 · EIN 13-5381590 | Accounting | $50,292 |
PITTA LLP11+ years Filed as: PITTA & GIBLIN Service code 29 · EIN 26-3852082 | Legal | $18,255 |
Filed as: UBS FINANCIAL SERVICES Service code 16 1000 HARBOR BLVD · WEEHAWKEN, NJ 07086 | Consulting | $12,954 |
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 | $36,224-100.0% | $284,260-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 15.3%-15.3pp | 2.1%-2.1pp |
| Annual return | 7.68% | 9.11%-1.4pp | 37.43%-29.8pp | 9.14%-1.5pp |
| Employer contribution / active EE | $54,679 | $14,280+282.9% | $38,058+43.7% | $19,963+173.9% |
| Participant deferral / active EE | $0 | $758-100.0% | $121-100.0% | $919-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | $266,169-100.0% | $200-100.0% |