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 |
|---|---|---|
VERUS8 years Filed as: VERUS ADVISORY, INC. Service code 17 · EIN 91-1320111 | Pension Consulting | $146,951 |
BENESYS, INC.9+ years Service code 14 · EIN 38-2383171 | Plan Administrator | $94,805 |
ASB CAPITAL MANAGEMENT8 years Filed as: ASB CAPITAL MANAGEMENT, LLC Service code 28 · EIN 80-0618452 | Investment Management | $55,812 |
NORTHWEST PENSION SERVICES3 years Service code 11 · EIN 04-3721424 | Actuarial | $39,600 |
ULLICO4 years Filed as: ULLICO INVESTMENT ADVISORS INC. Service code 28 · EIN 52-6435649 | Investment Management | $33,616 |
PIMCO FUNDS2 years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $28,441 |
MILLER KAPLAN ARASE LLP9+ years Service code 10 · EIN 95-2036255 | Accounting | $24,085 |
Service code 29 · EIN 94-2576729 | Legal | $22,655 |
Service code 51 · EIN 91-1042342 | Investment Mgmt Fees | $22,293 |
COMERICA BANK8 years Service code 19 · EIN 42-1741646 | Securities Custodian | $21,074 |
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.
Annual investment return 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 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 7.81% | 11.08%-3.3pp | 8.09%-0.3pp | 8.76%-0.9pp |
| Employer contribution / active EE | $12,775 | $13,876-7.9% | $28,732-55.5% | $16,627-23.2% |
| Participant deferral / active EE | $0 | $7,576-100.0% | $7-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |