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 INVESTMENTS7+ years Service code 28 · EIN 04-2452803 | Investment Management | $138,732 |
MITCHELL & TITUS, LLP7+ years Service code 10 · EIN 13-2781641 | Accounting | $26,310 |
WILLIS TOWERS WATSON US LLC7+ years Filed as: TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $20,963 |
MORGAN STANLEY SMITH BARNEY7+ years Filed as: MORGAN, LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $7,771 |
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 | $82,186-100.0% | $439,512-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 26.8%-26.8pp | 3.6%-3.6pp |
| Annual return | 6.99% | 11.44%-4.5pp | 9.07%-2.1pp | 11.84%-4.9pp |
| Employer contribution / active EE | $6,316 | $10,841-41.7% | $46,116-86.3% | $17,339-63.6% |
| Participant deferral / active EE | $0 | $0 | $107-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $409-100.0% | $147,323-100.0% | $409-100.0% |