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.9+ years Service code 12 · EIN 93-0446761 | Direct payment from the plan; Contrac... | $258,794 |
JPMORGAN INVEST HOLDINGS LLC4 years Filed as: CHEVY CHASE INVESTMENT MANAGER Service code 28 · EIN 52-2037618 | Investment Management | $188,875 |
UBS FINANCIAL SERVICES INC9+ years Filed as: UBS REALTY INVESTORS LLC Service code 28 · EIN 61-1553760 | Investment Management | $161,936 |
MILLIMAN, INC.9+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $103,113 |
PANAGORA ASSET MANAGEMENT4 years Filed as: PANAGORA INVESTMENT MANAGER Service code 28 · EIN 04-3183235 | Investment Management | $102,515 |
WILLIAM BLAIR9+ years Filed as: WILLIAM BLAIR & COMPANY Service code 28 222 W ADAMS ST · CHICAGO, IL 60606 | Investment Management | $85,214 |
VERUS9+ years Service code 27 · EIN 91-1320111 | Advisory (Plan) | $76,667 |
ULLICO9+ years Filed as: UNION BANK Service code 19 · EIN 94-0304228 | Securities Custodian | $75,324 |
CLIFTONLARSONALLEN LLP9+ years Service code 10 · EIN 41-0746749 | Accounting | $46,495 |
ULLICO9+ years Filed as: UNION LABOR LIFE INSURANCE COMPANY Service code 28 · EIN 13-1423090 | Investment Management | $36,418 |
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 | $124,814-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.2%-22.2pp | 0.0%0pp |
| Annual return | 9.05% | 9.32%-0.3pp | 10.54%-1.5pp | 9.30%-0.3pp |
| Employer contribution / active EE | $10,964 | $14,511-24.4% | $26,782-59.1% | $12,557-12.7% |
| Participant deferral / active EE | $0 | $1,678-100.0% | $122-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $129-100.0% | - |