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 |
|---|---|---|
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO ADVISORS Service code 19 · EIN 34-1542819 | Securities Custodian | $484,673 |
DANA INVESTMENT ADVISORS2 years Service code 28 · EIN 39-1512278 | Investment Management | $200,498 |
ALTA CAPITAL MANAGEMENT4+ years Service code 28 · EIN 77-0650218 | Investment Management | $190,090 |
SYSTEMATIC FINANCIAL MANAGEMENT4+ years Filed as: SYSTEMATIC FINANCIAL MANAGEMENT, LP Service code 28 · EIN 22-3367558 | Investment Management | $156,262 |
DELAWARE INVESTMENTS4+ years Filed as: DELAWARE CAPITAL MANAGEMENT Service code 28 · EIN 23-3061021 | Investment Management | $154,600 |
BENESYS, INC.4+ years Filed as: BENESYS ADMINISTRATORS Service code 13 · EIN 38-2383171 | Contract Administrator | $93,168 |
Service code 29 · EIN 91-1917286 | Legal | $82,960 |
MILLIMAN, INC.4+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $81,690 |
MILLER KAPLAN ARASE LLP3+ years Service code 10 · EIN 95-2036255 | Accounting | $48,222 |
US BANK4+ years Service code 49 · EIN 31-0841368 | Other Services | $10,480 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $21,578,776-100.0% | $245,396-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 0.0%0pp |
| Annual return | -6.57% | 2.02%-8.6pp | -752.26%+745.7pp | 33.37%-39.9pp |
| Employer contribution / active EE | $4,865 | $12,422-60.8% | $31,802-84.7% | $11,253-56.8% |
| Participant deferral / active EE | $0 | $0 | $47-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $1,223-100.0% | $99,113-100.0% |