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 |
|---|---|---|
BUCK GLOBAL, LLC1+ years Filed as: BUCK CONSULTANTS Service code 11 · EIN 13-3954297 | Actuarial | $264,385 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO BANK Service code 26 · EIN 94-1347393 | Advisory (Participants) | $205,635 |
CROZER CHESTER MEDICAL CENTER1+ years Service code 13 · EIN 23-1637191 | Contract Administrator | $177,218 |
PFM ADVISORS1+ years Service code 20 · EIN 23-3087064 | Trustee (individual) | $92,499 |
Filed as: PRUDENTIAL Service code 20 · EIN 22-1211670 | Trustee (individual) | $82,860 |
C.S. MCKEE, L.P.1+ years Service code 20 · EIN 25-1900687 | Trustee (individual) | $54,778 |
NORTHERN TRUST COMPANY1+ years Filed as: NORTHERN TRUST Service code 20 · EIN 36-1561860 | Trustee (individual) | $45,717 |
TD WEALTH MANAGEMENT1+ years Service code 20 · EIN 01-0137770 | Trustee (individual) | $28,648 |
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 | $14,096,330-100.0% | $219,333-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.3%-42.3pp | 0.0%0pp |
| Annual return | -1.01% | 4.01%-5.0pp | -2.00%+1.0pp | 1.67%-2.7pp |
| Employer contribution / active EE | $5,524 | $6,352-13.0% | $34,470-84.0% | $10,506-47.4% |
| Participant deferral / active EE | $0 | $452-100.0% | $34-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $5,362-100.0% | $66,276-100.0% |