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 CONSULTING4+ years Filed as: AON HEWITT ASSOCIATES Service code 13 · EIN 36-2235791 | Contract Administrator | $140,318 |
Service code 28 · EIN 22-3367558 | Investment Management | $119,101 |
EARNEST PARTNERS, LLC1 year Filed as: EARNEST PARTNERS Service code 28 · EIN 58-2386699 | Investment Management | $108,587 |
DIAMOND HILL3 years Filed as: DIAMOND HILL CAPITAL MANAGEMENT INC Service code 28 · EIN 31-1019984 | Investment Management | $75,964 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO Service code 21 · EIN 94-1347393 | Bank Trustee | $27,298 |
BAIRD FUNDS4+ years Filed as: ROBERT W. BAIRD Service code 28 · EIN 39-6037917 | Investment Management | $23,386 |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $682,094,093-100.0% | $133,543,011-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.0%-8.0pp | 0.0%0pp |
| Annual return | 20.99% | 22.40%-1.4pp | 29.77%-8.8pp | 21.83%-0.8pp |
| Employer contribution / active EE | $2,174 | $13,519-83.9% | $33,607-93.5% | $12,237-82.2% |
| Participant deferral / active EE | $0 | $806-100.0% | $96-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $3,101,387-100.0% | $835,310-100.0% | $1,551,325-100.0% |