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 |
|---|---|---|
WILLIAMS KEEPERS LLC6+ years Filed as: WILLIAMS JONES & ASSOCIATES LLC Service code 28 707 FIFTH AVENUE · NEW YORK, NY 10022 | Investment Management | $85,928 |
US BANK4 years Filed as: US BANK NATIONAL ASSOCIATION Service code 21 · EIN 31-0841368 | Bank Trustee | $50,538 |
WILLIS TOWERS WATSON US LLC3 years Service code 11 · EIN 53-0181291 | Actuarial | $46,973 |
WILLIAM VAUGHAN COMPANY3 years Filed as: WILLIAM VAUGHAN Service code 10 · EIN 34-1145015 | Accounting | $10,100 |
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.
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 | $95,044-100.0% | $861,422-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 8.4%-8.4pp | 14.3%-14.3pp | 8.4%-8.4pp |
| Annual return | 18.99% | 18.34%+0.6pp | 6.57%+12.4pp | 18.34%+0.6pp |
| Employer contribution / active EE | $1,042 | $14,665-92.9% | $34,489-97.0% | $14,665-92.9% |
| Participant deferral / active EE | $0 | $70-100.0% | $0 | $70-100.0% |
| Admin fee / account holder | $0 | $9,141-100.0% | $0 | $9,141-100.0% |