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 |
|---|---|---|
THE BANK OF NEW YORK MELLON3 years Filed as: BANK OF AMERICA Service code 15 · EIN 13-6574085 | Recordkeeping | $230,405 |
MILLIMAN, INC.6+ years Filed as: MILLIMAN USA Service code 11 · EIN 91-0675641 | Actuarial | $118,973 |
TRUTINA FINANCIAL1 year Filed as: TRUTINA FINANCIAL LLC Service code 17 · EIN 47-0995939 | Pension Consulting | $16,215 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $409,661-100.0% | $91,826-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 4.7%-4.7pp | 1.7%-1.7pp |
| Annual return | 5.01% | 20.91%-15.9pp | 793.01%-788.0pp | 627.08%-622.1pp |
| Employer contribution / active EE | $51,282 | $11,580+342.9% | $27,004+89.9% | $18,824+172.4% |
| Participant deferral / active EE | $0 | $179-100.0% | $154-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $4,239-100.0% | $1,923-100.0% |