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 8-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 |
|---|---|---|
MORNEAU SHEPELL1 year Filed as: LIFEWORKS Service code 15 · EIN 52-1883918 | Recordkeeping | $578,105 |
WILLIS TOWERS WATSON US LLC6+ years Filed as: TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $410,328 |
SIMPSON THATCHER & BARTLETT LLP6+ years Service code 29 · EIN 13-5395280 | Legal | $251,496 |
BLACKROCK6+ years Filed as: BLACKROCK FINANCIAL MANAGEMENT Service code 28 · EIN 13-5395280 | Investment Management | $142,198 |
STATE STREET GLOBAL ADVISORS2 years Filed as: 20 YEAR U.S. TREASURY STRIPS SSGA Service code 28 · EIN 36-2058176 | Investment Management | $134,421 |
ALSTON & BIRD LLP6+ years Filed as: ALSTON AND BIRD, LLP Service code 29 · EIN 58-0137615 | Legal | $105,157 |
LEGAL & GENERAL INVESTMENT2 years Filed as: L&G GLOBAL CORE Service code 28 · EIN 35-7085469 | Investment Management | $69,436 |
CHERRY BEKAERT LLP6+ years Service code 10 · EIN 56-0574444 | Accounting | $33,500 |
THE BANK OF NEW YORK MELLON5 years Service code 18 · EIN 13-5160382 | Custodial (securities); Direct paymen... | $30,403 |
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.
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 | $164,233-100.0% | $344,859-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.5%-23.5pp | 0.0%0pp |
| Annual return | -21.24% | 2.77%-24.0pp | -8.02%-13.2pp | 2.77%-24.0pp |
| Employer contribution / active EE | $1,714 | $15,262-88.8% | $29,748-94.2% | $15,262-88.8% |
| Participant deferral / active EE | $0 | $691-100.0% | $13-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $388-100.0% | $1,015-100.0% |