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 & CO3+ years Filed as: FAYEZ SAROFIM Service code 28 · EIN 74-1312679 | Investment Management | $140,241 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO Service code 21 · EIN 88-0047695 | Bank Trustee | $28,973 |
MILLIMAN, INC.3+ years Service code 11 · EIN 91-0675641 | Actuarial | $20,161 |
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 | $46,757-100.0% | $186,737-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 11.3%-11.3pp | 31.3%-31.3pp | 11.3%-11.3pp |
| Annual return | 16.34% | 8.16%+8.2pp | 7.90%+8.4pp | 10.41%+5.9pp |
| Employer contribution / active EE | $18,253 | $15,780+15.7% | $41,695-56.2% | $14,691+24.2% |
| Participant deferral / active EE | $0 | $53-100.0% | $47-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $2,646-100.0% | $811-100.0% | $2,646-100.0% |