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 9-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 & COX2+ years Filed as: DODGE AND COX Service code 28 · EIN 94-1441976 | Investment Management | $151,751 |
Service code 13 · EIN 94-1431246 | Contract Administrator | $126,151 |
MICHELLE OCHOCINSKI2+ years Filed as: MICHELLE CHANG Service code 30 · EIN 94-1432146 | Direct payment from the plan; Employe... | $83,893 |
WRIGHT INVESTORS SERVICE2+ years Service code 28 · EIN 06-0700978 | Investment Management | $77,284 |
DAN GAIPA2+ years Service code 30 · EIN 94-1432146 | Employee (plan); Direct payment from ... | $59,582 |
EDITH LEROUX2+ years Service code 30 · EIN 94-1432146 | Direct payment from the plan; Employe... | $59,281 |
ANNELIE HENSLEY2+ years Service code 30 · EIN 94-1432146 | Direct payment from the plan; Employe... | $57,661 |
ANNA MARIE ESPERSEN2+ years Service code 30 · EIN 94-1432146 | Employee (plan); Direct payment from ... | $49,951 |
BOLTON PARTNERS, INC.2+ years Filed as: BOLTON PARTNERS NORTHEAST, LLC Service code 11 · EIN 27-3666661 | Actuarial | $47,300 |
US BANK2+ years Service code 19 · EIN 31-0841368 | Securities Custodian | $44,500 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $1,723,788-100.0% | $85,985-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.2%-19.2pp | 1.9%-1.9pp |
| Annual return | 8.43% | 11.16%-2.7pp | 14.20%-5.8pp | 23.90%-15.5pp |
| Employer contribution / active EE | $2,568 | $17,064-85.0% | $27,968-90.8% | $16,539-84.5% |
| Participant deferral / active EE | $0 | $1,954-100.0% | $576-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $6,028-100.0% | $18,975-100.0% |