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 |
|---|---|---|
INDEPENDENT FINANCIAL PARTNERS3+ years Filed as: SIERRA INVESTMENT PARTNERS Service code 28 · EIN 68-0370668 | Investment Management | $924,745 |
FRANKLIN TEMPLETON3+ years Filed as: CLARION PARTNERS Service code 28 · EIN 13-4087331 | Investment Management | $598,422 |
COMPUSYS OF UTAH, INC.3+ years Service code 13 · EIN 84-0869853 | Contract Administrator | $344,689 |
Filed as: J.P. MORGAN INVESTMENT MANAGEMENT Service code 27 · EIN 13-3200244 | Advisory (Plan) | $317,244 |
Service code 19 · EIN 13-5160382 | Securities Custodian | $256,637 |
Service code 28 · EIN 04-2956583 | Investment Management | $210,730 |
PATHWAY MANAGEMENT3+ years Service code 49 · EIN 48-1252823 | Other Services | $134,818 |
BLACKROCK1 year Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 21 · EIN 94-3112180 | Bank Trustee | $124,888 |
Service code 28 · EIN 20-0292745 | Investment Management | $110,100 |
AON CONSULTING2 years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 16 · EIN 36-3109431 | Consulting | $95,625 |
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.
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 | $184,886-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 0.0%0pp |
| Annual return | 15.04% | 12.33%+2.7pp | 8.32%+6.7pp | 17.84%-2.8pp |
| Employer contribution / active EE | $9,860 | $11,641-15.3% | $30,793-68.0% | $14,688-32.9% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $2,802-100.0% | - |