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 |
|---|---|---|
LOOMIS SAYLES6 years Filed as: LOOMIS SAYLES & COMPANY, LP Service code 28 · EIN 04-3200030 | Investment Management | $202,131 |
ZENITH AMERICAN SOLUTIONS10+ years Filed as: ZENITH AMERICAN SOLUTIONS, INC. Service code 10 · EIN 52-1590156 | Accounting | $192,847 |
MILLIMAN, INC.7 years Service code 11 · EIN 91-0675641 | Actuarial | $127,701 |
VERUS6 years Filed as: VERUS INVESTMENTS Service code 27 · EIN 91-1320111 | Advisory (Plan) | $89,375 |
THE LONDON COMPANY9 years Service code 26 · EIN 90-0824693 | Advisory (Participants) | $84,617 |
PROPEL INSURANCE10+ years Service code 16 · EIN 91-0830024 | Consulting | $38,763 |
US BANK2 years Filed as: US BANK NATIONAL ASSOCIATION Service code 19 · EIN 31-0841368 | Securities Custodian | $36,728 |
Filed as: CULLEN CAPITAL MANAGEMENT, LLC Service code 28 · EIN 13-3089070 | Investment Management | $36,009 |
Service code 29 · EIN 91-1282506 | Legal | $35,816 |
Service code 10 · EIN 20-8149084 | Accounting | $15,240 |
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.
Employer 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 | $178,317-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 20.5%-20.5pp | 0.0%0pp |
| Annual return | 6.50% | 10.27%-3.8pp | 9.57%-3.1pp | 9.04%-2.5pp |
| Employer contribution / active EE | $2,609 | $14,844-82.4% | $26,706-90.2% | $14,127-81.5% |
| Participant deferral / active EE | $0 | $133-100.0% | $213-100.0% | $665-100.0% |
| Admin fee / account holder | $0 | $0 | $1,620-100.0% | - |