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 |
|---|---|---|
ALIGHT SOLUTIONS LLC8 years Filed as: ALIGHT SOLUTIONS Service code 11 · EIN 82-1061233 | Actuarial | $7,653,817 |
WILLIS TOWERS WATSON US LLC10+ years Filed as: TOWERS WATSON Service code 16 · EIN 06-1467923 | Consulting | $1,367,476 |
MERCER10+ years Filed as: MERCER HUMAN RESOURCE CONSULTING Service code 11 · EIN 13-2834414 | Actuarial | $663,762 |
Filed as: FACTSET Service code 27 · EIN 13-2953224 | Advisory (Plan) | $316,524 |
Service code 36 · EIN 22-3736227 | Copying and duplicating; Direct payme... | $138,947 |
Filed as: PWC US TAX LLP Service code 16 · EIN 92-0460586 | Consulting | $103,996 |
BAKER DONELSON10+ years Service code 29 · EIN 62-1047356 | Legal | $15,900 |
ICE DATA INDICES, LLC3 years Filed as: ICE DATA INDICES Service code 72 · EIN 58-2555670 | Other investment fees and expenses | $9,806 |
PRUDENTIAL RETIREMENT INSURANCE AND10+ years Filed as: PRUDENTIAL Service code 28 · EIN 22-2550816 | Investment Management | $6,032 |
Filed as: METLIFE Service code 23 · EIN 13-5581829 | Insurance services | $0 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | - | - |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 6.25% | 9.42%-3.2pp | 19.25%-13.0pp | 9.42%-3.2pp |
| Employer contribution / active EE | $2,428 | $9,497-74.4% | $28,682-91.5% | $9,497-74.4% |
| Participant deferral / active EE | $0 | $388-100.0% | $55-100.0% | $388-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |