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 6-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 |
|---|---|---|
WILLIS TOWERS WATSON US LLC2 years Service code 28 · EIN 53-0181291 | Investment Management | $885,664 |
THE BANK OF NEW YORK MELLON2 years Service code 18 · EIN 13-5160382 | Custodial (other than securities); Di... | $40,288 |
MILLER KAPLAN ARASE LLP1 year Service code 10 · EIN 95-2036255 | Accounting | $14,500 |
NORTHERN TRUST COMPANY2 years Filed as: THE NORTHERN TRUST COMPANY Service code 28 · EIN 36-1561860 | Investment Management | $10,750 |
Service code 49 · EIN 13-4206965 | Other Services | $7,500 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $417,381-100.0% | $417,381-100.0% | $338,187-100.0% |
| Participation rate | 0.0% | 47.0%-47.0pp | 28.2%-28.2pp | 44.0%-44.0pp |
| Annual return | -6.21% | 4.96%-11.2pp | 5.83%-12.0pp | 13.05%-19.3pp |
| Employer contribution / active EE | $0 | $45,572-100.0% | $38,352-100.0% | $37,639-100.0% |
| Participant deferral / active EE | $0 | $124-100.0% | $165-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $6,587-100.0% | $6,587-100.0% | $30,864-100.0% |