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 |
|---|---|---|
SEI INVESTMENTS1 year Filed as: SEI INVESMENTS Service code 28 · EIN 04-2452803 | Investment Management | $43,053 |
WILLIS TOWERS WATSON US LLC6+ years Filed as: TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $42,824 |
MITCHELL & TITUS, LLP6+ years Service code 10 · EIN 13-2781641 | Accounting | $25,647 |
THE BANK OF NEW YORK MELLON5 years Filed as: U.S. BANK Service code 21 · EIN 41-6271370 | Bank Trustee | $11,309 |
MORGAN STANLEY SMITH BARNEY6+ years Filed as: MORGAN, LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $8,209 |
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.
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 | $409,661-100.0% | $282,126-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 1.7%-1.7pp | 41.9%-41.9pp | 1.7%-1.7pp |
| Annual return | 15.14% | 10.83%+4.3pp | 1087.39%-1072.3pp | 627.08%-611.9pp |
| Employer contribution / active EE | $6,048 | $13,849-56.3% | $42,245-85.7% | $18,824-67.9% |
| Participant deferral / active EE | $0 | $418-100.0% | $120-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $2,639-100.0% | $1,923-100.0% |