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 |
|---|---|---|
WILLIS TOWERS WATSON US LLC2 years Service code 11 · EIN 51-0181291 | Actuarial | $109,001 |
HARRISON STREET2 years Service code 27 · EIN 45-3147571 | Advisory (Plan) | $74,330 |
PIMCO FUNDS8+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $73,596 |
Filed as: PRINCIPAL FINANCIAL Service code 21 · EIN 42-1466678 | Bank Trustee | $72,782 |
UBS FINANCIAL SERVICES INC4 years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 06-1452020 | Advisory (Plan) | $57,054 |
VERUS8+ years Service code 27 · EIN 91-1320111 | Advisory (Plan) | $48,160 |
CLARK NUBER1 year Filed as: CLARK NUBER PS Service code 10 · EIN 91-1194016 | Accounting | $22,700 |
Filed as: PRUDENTIAL TRUST Service code 27 · EIN 23-6994310 | Advisory (Plan) | $22,496 |
DAVIS WRIGHT TREMAINE8+ years Service code 29 · EIN 91-0839480 | Legal | $9,300 |
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 | $9,556,684-100.0% | $331,632-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 2.4%-2.4pp | 48.3%-48.3pp | 2.4%-2.4pp |
| Annual return | 9.96% | 22.81%-12.9pp | 10.59%-0.6pp | 22.81%-12.9pp |
| Employer contribution / active EE | $13,523 | $18,290-26.1% | $43,976-69.2% | $18,290-26.1% |
| Participant deferral / active EE | $0 | $603-100.0% | $166-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $25,063-100.0% | $85,222-100.0% |