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 |
|---|---|---|
BLACKROCK8+ years Filed as: BLACKROCK INSTITUTIONAL TRUST Service code 21 · EIN 32-0174431 200 PARK AVENUE · NEW YORK, NY 10166 | Bank Trustee | $113,080 |
WELLINGTON TRUST COMPANY8+ years Service code 51 · EIN 04-2755549 75 STATE STREET · BOSTON, MA 02109 | Investment Mgmt Fees | $11,979 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $164,233-100.0% | $319,010-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.0%-47.0pp | 0.0%0pp |
| Annual return | -0.95% | -13.41%+12.5pp | 10.22%-11.2pp | 2.77%-3.7pp |
| Employer contribution / active EE | $119,582 | $53,848+122.1% | $51,215+133.5% | $15,262+683.5% |
| Participant deferral / active EE | $0 | $1,790-100.0% | $129-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $10,810-100.0% | $1,015-100.0% |