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 |
|---|---|---|
AON CONSULTING2 years Service code 11 · EIN 22-2232264 | Actuarial | $1,831,469 |
LEGAL & GENERAL INVESTMENT8 years Filed as: LEGAL & GENERAL Service code 28 71 SOUTH WACKER DRIVE · CHICAGO, IL 60606 | Investment Management | $483,799 |
WELLINGTON TRUST COMPANY9 years Service code 28 · EIN 04-2755549 | Investment Management | $360,437 |
MERCER9 years Service code 16 99 HIGH STREET · BOSTON, MA 02110 | Consulting | $203,843 |
ACADIAN ASSET MANAGEMENT LLC2 years Service code 28 · EIN 04-2929221 | Investment Management | $128,212 |
STATE STREET GLOBAL ADVISORS10+ years Filed as: STATE STREET BANK & TRUST Service code 25 · EIN 04-1867445 | Directed Trustee | $117,616 |
WITHUMSMITH+BROWN, PC10+ years Filed as: FROST BROWN TODD LLC Service code 29 · EIN 61-0722001 | Legal | $51,285 |
Filed as: CLARK, SCHAEFER, HACKETT & CO Service code 10 · EIN 31-0800053 | Accounting | $18,000 |
STATE STREET GLOBAL ADVISORS2 years Service code 19 · EIN 81-4017137 | Securities Custodian | $16,093 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $334,201-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.9%-43.9pp | 0.0%0pp |
| Annual return | 0.21% | 8.48%-8.3pp | 9.84%-9.6pp | 8.48%-8.3pp |
| Employer contribution / active EE | $2,529 | $9,949-74.6% | $30,320-91.7% | $9,949-74.6% |
| Participant deferral / active EE | $0 | $734-100.0% | $66-100.0% | $734-100.0% |
| Admin fee / account holder | $0 | $0 | $53,213-100.0% | - |