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 |
|---|---|---|
Filed as: CITI INVESTMENT MANAGEMENT Service code 19 · EIN 11-2418191 388 GREENWICH ST · NEW YORK, NY 10013 | Securities Custodian | $134,946 |
RUSSELL TRUST COMPANY1 year Filed as: RUSSELL INVESTMENTS Service code 25 · EIN 91-1116938 1301 SECOND AVENUE · SEATTLE, WA 98101 | Directed Trustee | $91,834 |
FIRST STATE TRUST COMPANY6 years Service code 21 · EIN 13-3124172 | Bank Trustee | $17,995 |
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 | $46,984-100.0% | $319,010-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.0%-47.0pp | 5.6%-5.6pp |
| Annual return | -15.42% | -11.21%-4.2pp | 10.22%-25.6pp | 39.77%-55.2pp |
| Employer contribution / active EE | $60,647 | $47,885+26.7% | $51,215+18.4% | $19,959+203.9% |
| Participant deferral / active EE | $0 | $250-100.0% | $129-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $10,810-100.0% | $62-100.0% |