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 |
|---|---|---|
AMERICAN FUNDS6 years Filed as: CRESCENT CAPITAL INVESTMENT TRUST Service code 28 · EIN 32-6471303 | Investment Management | $346,296 |
MILLIMAN, INC.8 years Filed as: MILLIMAN INC. Service code 16 · EIN 91-0675641 | Consulting | $190,785 |
ASSOCIATED TRUST COMPANY, N.A.9+ years Service code 13 · EIN 39-6576073 | Contract Administrator | $162,029 |
IFM INVESTORS PTY LTD2 years Filed as: IFM INVESTORS Service code 28 114 WEST 47TH STREET · NEW YORK, NY 10036 | Investment Management | $157,386 |
REINHART BOERNER VAN DEUREN S.C.9+ years Service code 29 · EIN 39-1126909 | Legal | $92,488 |
GOLDMAN SACHS5 years Filed as: CORBIN CAPITAL PARTNERS, L.P Service code 28 · EIN 30-0299433 | Investment Management | $89,235 |
JPMORGAN INVEST HOLDINGS LLC9+ years Filed as: JP MORGAN CHASE BANK, N.A. Service code 24 · EIN 13-4994650 | Discretionary Trustee | $82,776 |
Service code 28 · EIN 20-0292745 | Investment Management | $68,800 |
MARQUETTE ASSOCIATES9+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $60,000 |
BENEFIT PLAN ADMINISTRATORS9+ years Filed as: BENEFIT PLAN ADMINISTRATION Service code 14 · EIN 39-1400101 | Plan Administrator | $58,749 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $13,363-100.0% | $473,625-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 2.2%-2.2pp |
| Annual return | 10.91% | 7.95%+3.0pp | 20.18%-9.3pp | 9.11%+1.8pp |
| Employer contribution / active EE | $9,795 | $14,684-33.3% | $29,108-66.4% | $12,231-19.9% |
| Participant deferral / active EE | $0 | $520-100.0% | $6-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $2,262-100.0% | $125-100.0% |