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 |
|---|---|---|
THE SEGAL COMPANY3+ years Filed as: SEGAL COMPANY Service code 11 · EIN 13-1928059 | Actuarial | $111,952 |
Service code 28 · EIN 04-2429117 | Investment Management | $97,001 |
BENESYS, INC.2 years Service code 13 · EIN 38-2383171 | Contract Administrator | $85,602 |
MEKETA INVESTMENT GROUP3+ years Filed as: MEKETA INVESTMENT GRP LLP Service code 17 · EIN 04-2659023 | Pension Consulting | $84,556 |
Filed as: CHEVY CHASE TRUST Service code 28 · EIN 52-2037618 | Investment Management | $75,050 |
THE SEGAL COMPANY3+ years Filed as: SEGAL ROITMAN Service code 29 · EIN 04-2489114 | Legal | $34,635 |
LSV ASSET MANAGEMENT3+ years Service code 28 · EIN 23-2772200 | Investment Management | $29,911 |
STATE STREET GLOBAL ADVISORS3+ years Filed as: STATE STREET GLOBAL ADVISOR Service code 18 · EIN 04-1867445 | Custodial (securities); Custodial (ot... | $23,421 |
Filed as: BUCKLEY, FRAME,BOUDREAU & CO. P.C Service code 10 · EIN 06-0931761 | Accounting | $22,452 |
WESTFIELD CAPITAL MANAGEMENT3+ years Service code 28 · EIN 30-0027188 | Investment Management | $18,546 |
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.
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 | $1,723,788-100.0% | $186,737-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 1.9%-1.9pp | 31.3%-31.3pp | 1.9%-1.9pp |
| Annual return | 16.70% | 23.90%-7.2pp | 7.90%+8.8pp | 23.90%-7.2pp |
| Employer contribution / active EE | $12,374 | $16,539-25.2% | $41,695-70.3% | $16,539-25.2% |
| Participant deferral / active EE | $0 | $350-100.0% | $47-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $811-100.0% | $18,975-100.0% |