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 |
|---|---|---|
WILLIS TOWERS WATSON US LLC2 years Service code 11 · EIN 53-0181291 | Actuarial | $1,982,805 |
LEGAL & GENERAL INVESTMENT8+ years Filed as: LEGAL & GENERAL INVEST MGMT AMERICA Service code 28 · EIN 20-8058531 | Investment Management | $635,632 |
THE BANK OF NEW YORK MELLON8+ years Service code 18 · EIN 13-5160382 | Direct payment from the plan; Custodi... | $529,012 |
Filed as: PRINCIPAL GLOBAL INVESTORS, LLC Service code 28 · EIN 42-1479618 | Investment Management | $394,694 |
WILLIAM BLAIR8+ years Service code 28 · EIN 47-2614791 | Investment Management | $345,882 |
Filed as: PRUDENTIAL Service code 28 · EIN 22-2540245 | Investment Management | $282,692 |
PIMCO FUNDS8+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $279,415 |
WELLINGTON TRUST COMPANY6 years Filed as: WELLINGTON FD Service code 28 · EIN 04-6913417 | Investment Management | $271,507 |
STATE STREET GLOBAL ADVISORS8+ years Filed as: SSGA GLOBAL Service code 28 · EIN 04-1867445 | Investment Management | $209,109 |
BROOKFIELD5 years Service code 28 · EIN 46-7425989 | Investment Management | $203,046 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | - | - |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | -20.11% | -14.80%-5.3pp | 179.55%-199.7pp | -14.80%-5.3pp |
| Employer contribution / active EE | $23,504 | $8,996+161.3% | $24,917-5.7% | $8,996+161.3% |
| Participant deferral / active EE | $0 | $455-100.0% | $463-100.0% | $455-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |