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 6-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 |
|---|---|---|
ZENITH AMERICAN SOLUTIONS7+ years Service code 13 · EIN 52-1590516 | Contract Administrator | $210,094 |
THE SEGAL COMPANY7+ years Service code 11 · EIN 13-1975125 | Actuarial | $201,521 |
Filed as: BANK OF NY MELLON Service code 18 · EIN 13-5160382 | Investment management; Direct payment... | $186,014 |
BLACKROCK7+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 21 · EIN 94-3112180 | Bank Trustee | $86,633 |
STATE STREET GLOBAL ADVISORS7+ years Service code 28 · EIN 04-1867445 | Investment Management | $17,712 |
ARMSTRONG TEASDALE7+ years Filed as: ARMSTRONG TEASDALE LLP Service code 29 · EIN 43-0685392 | Legal | $17,487 |
CLARK, SCHAEFER, HACKETT & CO.7+ years Service code 10 · EIN 31-0800053 | Accounting | $15,000 |
Filed as: JOHN HANCOCK LIFE INSURANCE Service code 21 · EIN 01-0233346 | Bank Trustee | $9,045 |
WILLIS TOWERS WATSON US LLC2 years Service code 16 · EIN 53-0181291 | Consulting | $6,367 |
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.
Participant contribution per participant 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 | $0 | $158,848-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 13.3%-13.3pp | 0.0%0pp |
| Annual return | 6.26% | 10.71%-4.4pp | 9.49%-3.2pp | 10.71%-4.4pp |
| Employer contribution / active EE | $23,569 | $14,986+57.3% | $24,351-3.2% | $14,986+57.3% |
| Participant deferral / active EE | $34 | $1,686-98.0% | $28+22.5% | $1,686-98.0% |
| Admin fee / account holder | $0 | $0 | - | - |