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 |
|---|---|---|
MILLIMAN, INC.9 years Filed as: MILLIMAN INC. Service code 16 · EIN 91-0675641 | Consulting | $184,220 |
ASSOCIATED TRUST COMPANY, N.A.10+ years Service code 13 · EIN 39-6576073 | Contract Administrator | $157,773 |
GOLDMAN SACHS6 years Filed as: CORBIN CAPITAL PARTNERS, L.P Service code 28 · EIN 30-0299433 | Investment Management | $152,405 |
AMERICAN FUNDS7 years Filed as: CRESCENT CAPITAL INVESTMENT TRUST Service code 28 · EIN 32-6471303 | Investment Management | $131,996 |
IFM INVESTORS PTY LTD3 years Filed as: IFM INVESTORS Service code 28 114 WEST 47TH STREET · NEW YORK, NY 10036 | Investment Management | $92,021 |
REINHART BOERNER VAN DEUREN S.C.10+ years Service code 29 · EIN 39-1126909 | Legal | $90,170 |
Service code 28 · EIN 20-0292745 | Investment Management | $81,602 |
JPMORGAN INVEST HOLDINGS LLC10+ years Filed as: JP MORGAN CHASE BANK, N.A. Service code 24 · EIN 13-4994650 | Discretionary Trustee | $66,117 |
MARQUETTE ASSOCIATES10+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $62,500 |
BENEFIT PLAN ADMINISTRATORS10+ years Filed as: BENEFIT PLAN ADMINISTRATION Service code 14 · EIN 39-1400101 | Plan Administrator | $61,192 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 9.71% | 10.33%-0.6pp | 8.09%+1.6pp | 9.30%+0.4pp |
| Employer contribution / active EE | $9,758 | $14,972-34.8% | $28,732-66.0% | $12,557-22.3% |
| Participant deferral / active EE | $0 | $252-100.0% | $7-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |