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 |
|---|---|---|
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON DELAWARE, INC. Service code 11 · EIN 53-0181291 | Actuarial | $40,995 |
Filed as: GRANTHAN, MAYO, VAN OTTERLOO & CO. Service code 28 · EIN 04-2691242 | Investment Management | $38,259 |
RSM US LLP1+ years Service code 10 · EIN 42-0714325 | Accounting | $22,000 |
NORTHERN TRUST COMPANY1+ years Service code 19 · EIN 36-1561860 | Securities Custodian | $19,143 |
MARATHON ASSET MANAGEMENT1+ years Filed as: MARATHON Service code 28 · EIN 44-6201673 | Investment Management | $17,962 |
MORNEAU SHEPELL1+ years Filed as: MORNEAU SHEPELL SBC Service code 15 · EIN 45-4303723 | Recordkeeping | $5,204 |
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.
Annual investment return 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 | $14,096,330-100.0% | $219,333-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.3%-42.3pp | 0.0%0pp |
| Annual return | -8.00% | 4.01%-12.0pp | -2.00%-6.0pp | 1.67%-9.7pp |
| Employer contribution / active EE | $3,135 | $6,352-50.6% | $34,470-90.9% | $10,506-70.2% |
| Participant deferral / active EE | $0 | $452-100.0% | $34-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $5,362-100.0% | $66,276-100.0% |