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 CO4+ years Service code 11 · EIN 04-2647786 | Actuarial | $163,687 |
NORTHERN TRUST COMPANY3 years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $88,134 |
LOOMIS SAYLES4+ years Filed as: LOOMIS SAYLES & COMPANY LP Service code 27 · EIN 04-3200030 | Advisory (Plan) | $48,821 |
OCTOBER THREE CONSULTING LLC2 years Service code 17 · EIN 27-1175487 | Pension Consulting | $14,562 |
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 | $0 | $116,914-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 9.1%-9.1pp | 0.0%0pp |
| Annual return | 0.48% | 5.54%-5.1pp | 8.91%-8.4pp | 8.76%-8.3pp |
| Employer contribution / active EE | $14,257 | $6,639+114.7% | $24,376-41.5% | $16,627-14.3% |
| Participant deferral / active EE | $0 | $467-100.0% | $14-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $692-100.0% | - |