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.
| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 | Bank Trustee | $215,222 |
WILLIS TOWERS WATSON US LLC1+ years Service code 11 · EIN 53-0181291 | Actuarial | $168,500 |
SMITH, GAMBRELL & RUSSELL, LLP1+ years Filed as: SMITH, GAMBRELL, & RUSSELL LLP Service code 29 1150 WEST PEACHTREE ST NE · ATLANTA, GA 30309 | Legal | $166,741 |
Filed as: MCCONNELL & JONES LLP Service code 28 · EIN 76-0488832 | Investment Management | $59,950 |
INDEPENDENT FINANCIAL PARTNERS1+ years Filed as: GRANITE INVESTMENT PARTNERS, LLC Service code 28 2321 ROSECRANS AVENUE, SUITE 4200 · EL SEGUNDO, CA 90245 | Investment Management | $16,205 |
SCHRODER INVESTMENT MANAGEMENT1+ years Filed as: SCHRODER INVESTMENT MANAGEMENT NORT Service code 28 875 THIRD AVENUE · NEW YORK, NY 10022 | Investment Management | $15,709 |
ALLSPRING1+ years Service code 28 1415 VANTAGE PARK DR · CHARLOTTE, NC 28203 | Investment Management | $15,609 |
BAIRD FUNDS1+ years Filed as: ROBERT W. BAIRD & CO. INCORPORATED Service code 28 777 EAST WISCONSIN AVENUE · MILWAUKEE, WI 53202 | Investment Management | $12,074 |
MFS INVESTMENT MANAGEMENT1+ years Service code 28 111 HUNTINGTON AVENUE · BOSTON, MA 021997618 | Investment Management | $10,951 |
COLUMBIA1+ years Filed as: COLUMBIA MGT INVST ADVISORS LLC Service code 28 290 CONGRESS STREET · BOSTON, MA 02210 | Investment Management | $10,948 |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $308,621-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 57.2%-57.2pp | 0.0%0pp |
| Annual return | 18.81% | 8.15%+10.7pp | 8.06%+10.8pp | 8.76%+10.1pp |
| Employer contribution / active EE | $0 | $60,767-100.0% | $42,627-100.0% | $16,627-100.0% |
| Participant deferral / active EE | $3,265 | $2,320+40.8% | $71+4510.0% | $888+267.7% |
| Admin fee / account holder | $0 | $0 | $8,774-100.0% | - |