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 LLC3 years Service code 11 · EIN 53-0181291 | Actuarial | $1,455,225 |
LEGAL & GENERAL INVESTMENT9+ years Filed as: LEGAL & GENERAL INVEST MGMT AMERICA Service code 28 · EIN 20-8058531 | Investment Management | $843,792 |
THE BANK OF NEW YORK MELLON9+ years Service code 18 · EIN 13-5160382 | Direct payment from the plan; Custodi... | $494,105 |
Filed as: PRINCIPAL GLOBAL INVESTORS, LLC Service code 28 · EIN 42-1479618 | Investment Management | $321,176 |
WELLINGTON TRUST COMPANY7 years Filed as: WELLINGTON FD Service code 28 · EIN 04-6913417 | Investment Management | $313,034 |
WILLIAM BLAIR9+ years Service code 28 · EIN 47-2614791 | Investment Management | $294,533 |
Filed as: FIDELITY INSTITUTIONAL ASSET MGMT. Service code 28 · EIN 20-4659714 | Investment Management | $281,010 |
PIMCO FUNDS9+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $242,407 |
Filed as: PRUDENTIAL Service code 28 · EIN 22-2540245 | Investment Management | $231,638 |
STATE STREET GLOBAL ADVISORS9+ years Filed as: SSGA GLOBAL Service code 28 · EIN 04-1867445 | Investment Management | $205,715 |
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 | $191,373-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 0.0%0pp |
| Annual return | 11.09% | 33.11%-22.0pp | 8.46%+2.6pp | 33.11%-22.0pp |
| Employer contribution / active EE | $17,664 | $9,000+96.3% | $25,175-29.8% | $9,000+96.3% |
| Participant deferral / active EE | $0 | $680-100.0% | $181-100.0% | $680-100.0% |
| Admin fee / account holder | $0 | $0 | $730-100.0% | - |