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 |
|---|---|---|
Service code 13 · EIN 52-1590516 | Contract Administrator | $381,840 |
JPMORGAN INVEST HOLDINGS LLC7 years Filed as: JPMORGAN CHASE BANK, NATIONAL ASSOC Service code 24 · EIN 13-4994650 | Discretionary Trustee | $175,084 |
MEKETA INVESTMENT GROUP7 years Filed as: MEKETA INVESTMENT GROUP, INC Service code 17 · EIN 04-2659023 | Pension Consulting | $150,000 |
RAEL & LETSON7 years Service code 11 · EIN 94-1701048 | Actuarial | $125,349 |
ULLICO2 years Filed as: ULLICO INFRASTRUCTURE Service code 28 · EIN 90-0622302 | Investment Management | $117,952 |
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 41-0746749 | Accounting | $71,750 |
Filed as: BARLOW & COUGHRAN, P.S. Service code 29 · EIN 91-0889948 | Legal | $34,709 |
US BANK7 years Filed as: US BANK, NATIONAL ASSOCIATION Service code 19 · EIN 31-0841368 | Securities Custodian | $23,088 |
Filed as: ABERDEEN STANDARD INVESTMENTS INC. Service code 28 · EIN 51-0368279 | Investment Management | $10,155 |
MMA SECURITIES LLC1 year Filed as: MARSH MCLENNAN AGENCY LLC Service code 22 · EIN 36-1436000 | Insurance Broker | $0 |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $179,823-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 42.1%-42.1pp | 0.0%0pp |
| Annual return | 11.38% | 17.72%-6.3pp | 148.32%-136.9pp | 9.30%+2.1pp |
| Employer contribution / active EE | $2,421 | $3,186-24.0% | $26,818-91.0% | $12,557-80.7% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $63-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $1,660-100.0% | - |