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 9-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 LLC6 years Service code 11 · EIN 53-0181291 | Actuarial | $989,392 |
JPMORGAN INVEST HOLDINGS LLC3 years Filed as: J.P. MORGAN CHASE & CO. Service code 19 · EIN 13-4994650 | Securities Custodian | $175,773 |
GOLDMAN SACHS5 years Filed as: GOLDMAN SACHS ASSET MANAGEMENT, LP Service code 28 · EIN 13-3575636 | Investment Management | $157,404 |
KPMG LLP1 year Service code 10 | Accounting | $96,580 |
ERNST & YOUNG LLP3 years Service code 10 · EIN 34-6565596 | Accounting | $66,833 |
RBC GLOBAL ASSET MANAGEMENT9+ years Filed as: RBC DEXIA INVESTOR SERVICES Service code 15 | Recordkeeping | $15,938 |
BUCK GLOBAL, LLC5 years Service code 15 · EIN 13-3954297 | Recordkeeping | $9,990 |
FOULSTON SIEFKIN LLP2 years Filed as: FOULSTON Service code 29 · EIN 48-0572027 | Legal | $7,233 |
BOFAML SECURITIES, INC.1 year Service code 71 711 5TH AVENUE · NEW YORK, NY 10022 | Brokerage Fees | $0 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $102,492-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 0.0%0pp |
| Annual return | 1.15% | 7.96%-6.8pp | 5.16%-4.0pp | 8.76%-7.6pp |
| Employer contribution / active EE | $32,718 | $15,125+116.3% | $26,442+23.7% | $16,640+96.6% |
| Participant deferral / active EE | $0 | $518-100.0% | $78-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $16,625-100.0% | - |