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 |
|---|---|---|
MILLIMAN, INC.9+ years Service code 11 · EIN 91-0675641 | Actuarial | $127,534 |
DIAM INC.9+ years Service code 28 · EIN 13-3773155 | Investment Management | $69,516 |
THE BANK OF NEW YORK MELLON9+ years Service code 18 · EIN 13-5160382 | Trustee (bank, trust company, or simi... | $18,814 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $52,198-100.0% | $124,814-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.2%-22.2pp | 11.0%-11.0pp |
| Annual return | 7.48% | 11.79%-4.3pp | 10.54%-3.1pp | 8.23%-0.7pp |
| Employer contribution / active EE | $0 | $19,735-100.0% | $26,782-100.0% | $13,859-100.0% |
| Participant deferral / active EE | $0 | $28-100.0% | $122-100.0% | $61-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $129-100.0% | $1,652-100.0% |