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 |
|---|---|---|
BENESYS, INC.4+ years Service code 13 · EIN 38-2383171 | Contract Administrator | $205,539 |
NEPC, LLC2 years Service code 27 · EIN 26-1429809 | Advisory (Plan) | $106,250 |
THE BANK OF NEW YORK MELLON4+ years Filed as: U.S. BANK Service code 19 · EIN 31-0841368 | Securities Custodian | $59,904 |
REICH, ADELL & CVITAN4+ years Service code 29 · EIN 95-3082667 | Legal | $35,941 |
LINDQUIST LLP4+ years Service code 10 · EIN 52-2385296 | Accounting | $31,295 |
MILLIMAN, INC.4+ years Filed as: MILLIMAN INC. Service code 11 · EIN 91-0675641 | Actuarial | $27,375 |
US BANK4+ years Filed as: UNION BANK OF CALIFORNIA Service code 49 · EIN 94-0304228 | Other Services | $25,172 |
DODGE & COX4+ years Service code 28 · EIN 94-1441976 | Investment Management | $8,858 |
GRANDFLOW4+ years Filed as: GRANDFLOW, INC. Service code 36 · EIN 94-3211239 | Copying and duplicating; Direct payme... | $7,420 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $10,224,557-100.0% | $362,723-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 38.2%-38.2pp | 1.2%-1.2pp |
| Annual return | 2.79% | 10.27%-7.5pp | 10.56%-7.8pp | 53.27%-50.5pp |
| Employer contribution / active EE | $4,991 | $12,273-59.3% | $30,197-83.5% | $14,774-66.2% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $35,729-100.0% | $2,168-100.0% | $13,289-100.0% |