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 |
|---|---|---|
DODGE & COX6+ years Filed as: DODGE AND COX Service code 28 · EIN 94-1441976 | Investment Management | $677,952 |
INTEGRITY ASSET MANAGEMENT6+ years Service code 28 · EIN 13-2700161 | Investment Management | $513,067 |
WILLIAM BLAIR6+ years Filed as: WILLIAM BLAIR INVESTMENT MANAGEMENT Service code 28 · EIN 47-2614791 | Investment Management | $486,176 |
Service code 28 · EIN 98-0444411 | Investment Management | $452,463 |
WILLIS TOWERS WATSON US LLC3 years Service code 11 · EIN 53-0181291 | Actuarial | $387,316 |
TRUCKER HUSS6+ years Service code 29 · EIN 94-3216063 | Legal | $354,825 |
WELLS FARGO BANK, N.A.6+ years Filed as: WELLS FARGO BANK Service code 21 · EIN 94-0282125 | Bank Trustee | $238,942 |
STATE STREET GLOBAL ADVISORS6+ years Service code 28 · EIN 01-1867445 | Investment Management | $229,598 |
WILLIS TOWERS WATSON US LLC2 years Filed as: TOWERS WATSON INVESTMENT Service code 27 · EIN 52-1868818 | Advisory (Plan) | $175,112 |
Filed as: BRANDYWINE GLOBAL INVESTMENT MANAG Service code 28 · EIN 51-0412248 | Investment Management | $114,504 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $220,428-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.5%-43.5pp | 0.0%0pp |
| Annual return | 11.44% | 12.77%-1.3pp | 90.60%-79.2pp | 12.86%-1.4pp |
| Employer contribution / active EE | $8,526 | $8,963-4.9% | $32,727-73.9% | $13,687-37.7% |
| Participant deferral / active EE | $0 | $448-100.0% | $40-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $12,805-100.0% | - |