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 |
|---|---|---|
DODGE & COX5+ years Service code 28 · EIN 94-1441976 | Investment Management | $128,605 |
NORTHERN TRUST COMPANY4+ years Filed as: NORTHERN TRUST CORPORATION Service code 21 · EIN 36-2723087 | Bank Trustee | $99,419 |
PACIFIC SOUTHWEST ADMINISTRATORS5+ years Service code 12 · EIN 46-4942970 | Direct payment from the plan; Contrac... | $82,260 |
REAMS ASSET MANAGEMENT5+ years Filed as: REAMS ASSET MANAGEMENT DIVISION Service code 28 · EIN 43-1925734 | Investment Management | $76,682 |
UBS FINANCIAL SERVICES INC5+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $68,041 |
WELLINGTON TRUST COMPANY5+ years Service code 28 · EIN 04-2755549 | Investment Management | $67,289 |
HORIZON ACTUARIAL SERVICES, LLC5+ years Service code 11 · EIN 26-1370698 | Actuarial | $58,958 |
MILLER KAPLAN ARASE LLP5+ years Service code 10 · EIN 95-2036255 | Accounting | $23,450 |
BLACKROCK5+ years Filed as: BLACKROCK INVESTMENT MGMT, LLC Service code 28 · EIN 20-5319476 | Investment Management | $22,203 |
HILL, FARRER & BURRILL LLP5+ years Filed as: HILL FARRER & BURRILL LLP Service code 29 · EIN 95-2153880 | Legal | $17,798 |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $162,281-100.0% | $362,723-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 49.4%-49.4pp | 38.2%-38.2pp | 47.4%-47.4pp |
| Annual return | 17.75% | 10.22%+7.5pp | 10.56%+7.2pp | 12.16%+5.6pp |
| Employer contribution / active EE | $6,775 | $37,390-81.9% | $30,197-77.6% | $44,746-84.9% |
| Participant deferral / active EE | $0 | $37-100.0% | $33-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $1,182-100.0% | $2,168-100.0% | $17,640-100.0% |