Filed February 5, 2025
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 3-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 LLC3+ years Service code 11 · EIN 53-0181291 | Actuarial | $39,008 |
BDO USA, LLP3+ years Filed as: BDO USA, P.C. Service code 10 · EIN 13-5381590 | Accounting | $34,300 |
Filed as: FIDELITY INVESTMENTS INST OP CO Service code 15 · EIN 04-2647786 | Recordkeeping | $9,011 |
GOLDMAN SACHS3+ years Filed as: GOLDMAN SACHS ASSET MANAGEMENT, LP Service code 28 · EIN 13-3575636 | Investment Management | $6,083 |
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 | $36,224-100.0% | $197,205-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 2.1%-2.1pp | 26.7%-26.7pp | 2.1%-2.1pp |
| Annual return | -2.06% | 9.14%-11.2pp | 9.79%-11.8pp | 9.14%-11.2pp |
| Employer contribution / active EE | $1,366 | $19,963-93.2% | $40,174-96.6% | $19,963-93.2% |
| Participant deferral / active EE | $0 | $919-100.0% | $199-100.0% | $919-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | $1,949-100.0% | $200-100.0% |