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 & COX8+ years Filed as: DODGE AND COX Service code 28 · EIN 94-1441976 | Investment Management | $655,987 |
WILLIS TOWERS WATSON US LLC2 years Filed as: WILLUS TOWERS WATSON US LLC Service code 11 · EIN 53-0181291 | Actuarial | $610,601 |
PGIM INVESTMENTS1 year Filed as: JENNISON INTL EQUITY CIT FUND Service code 28 466 LEXINGTON AVE · NEW YORK, NY 10017 | Investment Management | $461,188 |
VICTORY1 year Filed as: INTEGRITY ASSET MANGMT/ VICTORY CAP Service code 28 · EIN 13-2700161 | Investment Management | $445,874 |
WILLIAM BLAIR8+ years Filed as: WILLIAM BLAIR INVESTMENT MANAGEMENT Service code 28 · EIN 47-2614791 | Investment Management | $421,918 |
Filed as: WTW DIVERSIFIED EQUITY FUND Service code 28 · EIN 53-0181291 | Investment Management | $333,370 |
Filed as: PRINCIPAL CUSTODY SERVICES Service code 21 · EIN 94-0282125 | Bank Trustee | $244,873 |
WILLIS TOWERS WATSON US LLC2 years Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 27 · EIN 52-1868818 | Advisory (Plan) | $216,157 |
TRUCKER HUSS8+ years Service code 29 · EIN 94-3216063 | Legal | $199,500 |
CITIBANK1 year Service code 28 701 EAST 60TH ST NORTH · SIOUX FALLS, SD 57104 | Investment Management | $158,169 |
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 | $2,456,633-100.0% | $270,125-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.7%-35.7pp | 1.5%-1.5pp |
| Annual return | -14.80% | -2.41%-12.4pp | -38.85%+24.0pp | 23.41%-38.2pp |
| Employer contribution / active EE | $7,612 | $7,691-1.0% | $37,752-79.8% | $12,650-39.8% |
| Participant deferral / active EE | $0 | $969-100.0% | $16-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $16,942-100.0% | $14,884-100.0% |