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 |
|---|---|---|
BLACKROCK6+ years Service code 51 · EIN 94-3112180 | Investment Mgmt Fees | $0 |
Filed as: FIDELITY INVESTMENT INST. OPS CO Service code 17 · EIN 04-2647786 | Pension Consulting | $0 |
LANE GORMAN TRUBITT, PLLC6+ years Service code 10 · EIN 75-1044330 2626 HOWELL, 7TH FLOOR · DALLAS, TX 75204 | Accounting | $0 |
WILLIS TOWERS WATSON US LLC2 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $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.
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 | $2,822,362-100.0% | $229,060-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.6%-0.6pp | 27.3%-27.3pp | 0.6%-0.6pp |
| Annual return | 14.21% | 11.45%+2.8pp | 7.48%+6.7pp | 11.45%+2.8pp |
| Employer contribution / active EE | $23,804 | $17,219+38.2% | $39,603-39.9% | $17,219+38.2% |
| Participant deferral / active EE | $0 | $357-100.0% | $172-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $1,197-100.0% | $15,480-100.0% |