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 |
|---|---|---|
PGIM INVESTMENTS2 years Filed as: PGIM QUANTITATIVE SOLUTIONS LLC Service code 51 · EIN 33-1077887 | Investment Mgmt Fees | $58,143 |
USI CONSULTING GROUP2 years Service code 11 · EIN 34-1213174 1660 WEST SECOND STREET, SUITE 900 · CLEVELAND, OH 44113 | Actuarial | $9,450 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 52 5800 NORTHGATE MALL, SUITE 51 · SAN RAFAEL, CA 94903 | Indirect Investment Fees | $7,099 |
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.
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 | $195,758-100.0% | $182,032-100.0% | $287,075-100.0% |
| Participation rate | 0.0% | 25.1%-25.1pp | 13.4%-13.4pp | 55.8%-55.8pp |
| Annual return | -11.88% | 3.72%-15.6pp | 7.70%-19.6pp | 24.42%-36.3pp |
| Employer contribution / active EE | $9,030 | $38,217-76.4% | $28,478-68.3% | $41,338-78.2% |
| Participant deferral / active EE | $0 | $2-100.0% | $49-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $61,373-100.0% | $51,246-100.0% | $22,079-100.0% |