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 4-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 |
|---|---|---|
THE SEGAL COMPANY2 years Service code 11 · EIN 13-1975125 | Actuarial | $173,114 |
THE BANK OF NEW YORK MELLON4+ years Filed as: BNY MELLON Service code 18 · EIN 13-5160382 | Direct payment from the plan; Custodi... | $166,140 |
ZENITH AMERICAN SOLUTIONS4+ years Service code 13 · EIN 52-1590516 | Contract Administrator | $121,349 |
BLACKROCK1 year Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 21 · EIN 94-3112180 | Bank Trustee | $65,977 |
HUSCH BLACKWELL4+ years Filed as: HUSCH BLACKWELL LLP Service code 29 · EIN 26-1688286 | Legal | $59,892 |
CLARK, SCHAEFER, HACKETT & CO.4+ years Service code 10 · EIN 31-0800053 | Accounting | $28,500 |
STATE STREET GLOBAL ADVISORS4+ years Service code 28 · EIN 04-1867445 | Investment Management | $17,088 |
WILLIS TOWERS WATSON US LLC4+ years Service code 11 · EIN 53-0181291 | Actuarial | $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 | $36,224-100.0% | $158,848-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 2.1%-2.1pp | 13.3%-13.3pp | 2.1%-2.1pp |
| Annual return | 7.21% | 9.14%-1.9pp | 9.49%-2.3pp | 9.14%-1.9pp |
| Employer contribution / active EE | $72,327 | $19,963+262.3% | $24,351+197.0% | $19,963+262.3% |
| Participant deferral / active EE | $24 | $919-97.4% | $28-15.2% | $919-97.4% |
| Admin fee / account holder | $0 | $200-100.0% | - | $200-100.0% |