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 8-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 LLC5 years Service code 11 · EIN 53-0181291 | Actuarial | $224,650 |
THE BANK OF NEW YORK MELLON8+ years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 | Bank Trustee | $192,904 |
Filed as: SMITH, GAMBRELL, & RUSSELL LLP Service code 29 1150 WEST PEACHTREE ST NE · ATLANTA, GA 30309 | Legal | $63,992 |
ALLSPRING2 years Service code 28 1415 VANTAGE PARK DR · CHARLOTTE, NC 28203 | Investment Management | $17,137 |
Filed as: SCHRODER INVESTMENT MANAGEMENT NORT Service code 28 875 THIRD AVENUE · NEW YORK, NY 10022 | Investment Management | $16,294 |
BAIRD FUNDS4 years Filed as: ROBERT W. BAIRD & CO. INCORPORATED Service code 28 777 EAST WISCONSIN AVENUE · MILWAUKEE, WI 53202 | Investment Management | $15,768 |
Filed as: RESOURCES INVEST ADVISORS LLC Service code 28 11101 SWITZER ROAD, SUITE 200 · OVERLAND PARK, KS 66210 | Investment Management | $15,000 |
MFS INVESTMENT MANAGEMENT4 years Service code 28 111 HUNTINGTON AVENUE · BOSTON, MA 021997618 | Investment Management | $13,046 |
COLUMBIA1 year Filed as: COLUMBIA MGT INVST ADVISORS LLC Service code 28 290 CONGRESS STREET · BOSTON, MA 02210 | Investment Management | $12,117 |
Filed as: GRANITE INVESTMENT PARTNERS, LLC Service code 28 2321 ROSECRANS AVENUE, SUITE 4200 · EL SEGUNDO, CA 90245 | Investment Management | $11,373 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $3,299,877-100.0% | $306,246-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 62.9%-62.9pp | 2.3%-2.3pp |
| Annual return | 10.14% | 11.98%-1.8pp | 35.14%-25.0pp | 37.74%-27.6pp |
| Employer contribution / active EE | $44,075 | $57,753-23.7% | $46,378-5.0% | $15,781+179.3% |
| Participant deferral / active EE | $3,073 | $1,774+73.3% | $69+4324.5% | $732+319.5% |
| Admin fee / account holder | $0 | $9,287-100.0% | $4,448-100.0% | $9,287-100.0% |