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 |
|---|---|---|
RAEL & LETSON10+ years Service code 11 · EIN 94-1701048 | Actuarial | $181,133 |
Service code 50 · EIN 52-1796473 | Direct Payment | $103,123 |
NEWTOWER TRUST COMPANY8 years Filed as: NEW TOWER TRUST COMPANY Service code 50 · EIN 30-0872552 | Direct Payment | $82,638 |
US BANK10+ years Service code 21 · EIN 31-0841368 | Bank Trustee | $82,337 |
EMPLOYEE FIDUCIARY, LLC2 years Filed as: EMPLOYEE #1 Service code 30 · EIN 94-1268305 | Employee (plan) | $80,365 |
MILLER KAPLAN ARASE LLP10+ years Service code 10 · EIN 95-2036255 | Accounting | $70,704 |
PANAGORA ASSET MANAGEMENT10+ years Filed as: PANAGORA ASSET Service code 50 · EIN 04-3063840 | Direct Payment | $69,572 |
EMPLOYEE FIDUCIARY, LLC2 years Filed as: EMPLOYEE #2 Service code 30 · EIN 94-1268305 | Employee (plan) | $60,768 |
EMPLOYEE 52 years Filed as: EMPLOYEE #3 Service code 30 · EIN 94-1268305 | Employee (plan) | $60,048 |
EMPLOYEE 52 years Filed as: EMPLOYEE #4 Service code 30 · EIN 94-1268305 | Employee (plan) | $58,482 |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $181,048-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.4%-22.4pp | 0.0%0pp |
| Annual return | 9.54% | 9.24%+0.3pp | 9.65%-0.1pp | 10.71%-1.2pp |
| Employer contribution / active EE | $21,574 | $14,215+51.8% | $26,259-17.8% | $14,986+44.0% |
| Participant deferral / active EE | $0 | $1,686-100.0% | $145-100.0% | $1,686-100.0% |
| Admin fee / account holder | $0 | $0 | $749-100.0% | - |