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 |
|---|---|---|
FAYEZ SAROFIM & CO2+ years Filed as: FAYEZ SAROFIM Service code 28 · EIN 74-1312679 | Investment Management | $131,555 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO Service code 21 · EIN 88-0047695 | Bank Trustee | $27,486 |
MILLIMAN, INC.2+ years Service code 11 · EIN 91-0675641 | Actuarial | $23,249 |
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 | $52,729-100.0% | $176,816-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 12.6%-12.6pp | 39.2%-39.2pp | 12.6%-12.6pp |
| Annual return | 6.87% | 2.14%+4.7pp | 2.89%+4.0pp | 4.56%+2.3pp |
| Employer contribution / active EE | $18,607 | $14,663+26.9% | $39,831-53.3% | $15,526+19.8% |
| Participant deferral / active EE | $0 | $31-100.0% | $99-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $1,711-100.0% | $478-100.0% | $1,711-100.0% |