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 LLC6+ years Service code 11 · EIN 53-0181291 | Actuarial | $511,000 |
SLC MANAGEMENT1 year Filed as: SUN LIFE INVESTMENT MANAGEMENT U.S. Service code 13 · EIN 68-0635051 | Contract Administrator | $127,093 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPTRUST ADVISORS Service code 17 · EIN 26-0058143 | Pension Consulting | $90,227 |
NORTHERN TRUST COMPANY6+ years Service code 25 · EIN 36-1561860 | Directed Trustee | $68,181 |
MARCUM LLP1 year Service code 10 · EIN 11-1986323 | Accounting | $52,530 |
THOMPSON HINE6+ years Filed as: THOMPSON HINE LLP Service code 29 · EIN 34-0575300 | Legal | $17,925 |
BAKER TILLY US, LLP3 years Service code 10 · EIN 39-0859910 | Accounting | $11,025 |
DATAMATION IMAGING SERVICES4 years Filed as: DATAMATION IMAGING SERVICES CORP Service code 15 · EIN 36-4303011 | Recordkeeping | $5,799 |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $0 | $148,078-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 5.4%-5.4pp | 0.0%0pp |
| Annual return | 6.96% | 11.94%-5.0pp | 6.78%+0.2pp | 8.76%-1.8pp |
| Employer contribution / active EE | $10,784 | $15,564-30.7% | $25,154-57.1% | $16,627-35.1% |
| Participant deferral / active EE | $0 | $33-100.0% | $47-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $7,182-100.0% | - |