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 |
|---|---|---|
MERCER6 years Service code 28 · EIN 30-0282430 | Investment Management | $1,836,536 |
WILLIS TOWERS WATSON US LLC2 years Filed as: WILLIS TOWERS WATSON LLC Service code 11 · EIN 53-0181291 | Actuarial | $576,666 |
STATE STREET GLOBAL ADVISORS3 years Filed as: STATE STREET BANK & TRUST Service code 21 · EIN 04-1867445 | Bank Trustee | $190,512 |
ALSTON & BIRD LLP1 year Filed as: ALSTON & BIRD Service code 29 90 PARK AVE · NEW YORK, NY 10016 | Legal | $35,545 |
HORNE LLP8+ years Service code 10 · EIN 20-1941244 | Accounting | $31,000 |
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 | $164,233-100.0% | $213,834-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.3%-12.3pp | 0.0%0pp |
| Annual return | -21.46% | 1.88%-23.3pp | -5.16%-16.3pp | 2.77%-24.2pp |
| Employer contribution / active EE | $5,318 | $8,732-39.1% | $31,020-82.9% | $15,262-65.2% |
| Participant deferral / active EE | $0 | $482-100.0% | $101-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $2,852-100.0% | $1,015-100.0% |