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 4-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 |
|---|---|---|
FID INV INST OPS CO3+ years Service code 11 · EIN 04-2647786 | Actuarial | $383,238 |
Service code 17 · EIN 27-1175487 | Pension Consulting | $220,242 |
LOOMIS SAYLES3+ years Filed as: LOOMIS SAYLES & COMPANY LP Service code 27 · EIN 04-3200030 | Advisory (Plan) | $177,373 |
NORTHERN TRUST COMPANY2 years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $99,512 |
MOSS ADAMS LLP2 years Service code 10 · EIN 91-0189318 | Accounting | $44,100 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $3,299,877-100.0% | $101,802-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.1%-7.1pp | 2.3%-2.3pp |
| Annual return | 6.03% | 8.08%-2.0pp | 9.51%-3.5pp | 37.74%-31.7pp |
| Employer contribution / active EE | $13,329 | $9,541+39.7% | $23,377-43.0% | $15,781-15.5% |
| Participant deferral / active EE | $0 | $616-100.0% | $14-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $769-100.0% | $9,287-100.0% |