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 |
|---|---|---|
AON CONSULTING8 years Filed as: AON HEWITT Service code 15 · EIN 22-2232264 | Recordkeeping | $216,315 |
WILLIS TOWERS WATSON US LLC6 years Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 17 · EIN 52-1868818 | Pension Consulting | $119,939 |
WILLIS TOWERS WATSON US LLC6 years Service code 11 · EIN 53-0181291 | Actuarial | $102,602 |
PLANTE & MORAN, PLLC10+ years Filed as: PLANTE & MORAN Service code 10 · EIN 38-1357951 | Accounting | $47,440 |
Filed as: CLEVELAND GILBREATH LLC Service code 29 1266 WEST PACES FERRY ROAD, NO. 590 · ATLANTA, GA 30327 | Legal | $21,450 |
COMERICA BANK8 years Filed as: COMERICA INCORPORATED Service code 19 · EIN 42-1741646 | Securities Custodian | $15,111 |
Service code 28 800 THIRD AVENUE, 37TH FLOOR · NEW YORK, NY 10022 | Investment Management | $6,255 |
CAMPBELL TAYLOR WASHBURN1 year Filed as: CAMPBELL OFFSHORE FUND LTD SPC Service code 28 | Investment Management | $6,254 |
IR&M4 years Service code 21 · EIN 37-6567224 115 FEDERAL STREET · BOSTON, MA 02110 | Bank Trustee | $5,171 |
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.
Participant 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 | $33,520-100.0% | $102,492-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 2.1%-2.1pp |
| Annual return | -7.06% | 9.45%-16.5pp | 5.17%-12.2pp | 7.65%-14.7pp |
| Employer contribution / active EE | $21,806 | $14,895+46.4% | $26,422-17.5% | $20,599+5.9% |
| Participant deferral / active EE | $0 | $632-100.0% | $78-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $16,625-100.0% | $193-100.0% |