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 |
|---|---|---|
BENESYS, INC.10+ years Service code 12 · EIN 93-0446761 | Plan Administrator; Direct payment fr... | $269,572 |
UBS FINANCIAL SERVICES INC10+ years Filed as: UBS REALTY INVESTORS LLC Service code 28 · EIN 61-1553760 | Investment Management | $142,419 |
PANAGORA ASSET MANAGEMENT5 years Filed as: PANAGORA INVESTMENT MANAGER Service code 28 · EIN 04-3183235 | Investment Management | $119,822 |
JPMORGAN INVEST HOLDINGS LLC5 years Filed as: CHEVY CHASE INVESTMENT MANAGER Service code 28 · EIN 52-2037618 | Investment Management | $117,209 |
MILLIMAN, INC.10+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $113,847 |
ULLICO10+ years Filed as: UNION BANK Service code 19 · EIN 94-0304228 | Securities Custodian | $112,578 |
WILLIAM BLAIR10+ years Filed as: WILLIAM BLAIR & COMPANY Service code 28 222 W ADAMS ST · CHICAGO, IL 60606 | Investment Management | $92,674 |
VERUS10+ years Service code 27 · EIN 91-1320111 | Advisory (Plan) | $80,000 |
FISHERS PHILLIPS LLP1 year Service code 29 444 S FLOWER ST STE 1500 · LOS ANGELES, CA 90071 | Legal | $42,980 |
ULLICO10+ years Filed as: UNION LABOR LIFE INSURANCE COMPANY Service code 28 · EIN 13-1423090 | Investment Management | $40,316 |
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 | - | - |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 9.70% | 9.22%+0.5pp | 16.77%-7.1pp | 9.22%+0.5pp |
| Employer contribution / active EE | $10,753 | $13,567-20.7% | $28,306-62.0% | $13,567-20.7% |
| Participant deferral / active EE | $0 | $575-100.0% | $40-100.0% | $575-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |