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.5+ years Service code 13 · EIN 38-2383171 | Contract Administrator | $208,941 |
NEPC, LLC3 years Service code 27 · EIN 26-1429809 | Advisory (Plan) | $85,000 |
THE BANK OF NEW YORK MELLON5+ years Filed as: U.S. BANK Service code 19 · EIN 31-0841368 | Securities Custodian | $66,317 |
Filed as: WASHINGTON CAPITAL MANAGEMENT Service code 28 1200 SIXTH AVENUE, SUITE 700 · SEATTLE, WA 98101 | Investment Management | $65,806 |
ULLICO1 year Service code 28 8403 COLESVILLE ROAD, 13TH FLOOR · SILVER SPRING, MD 20910 | Investment Management | $61,512 |
INVESCO1 year Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 46-3793325 | Investment Management | $52,103 |
GLOBAL TRUST COMPANY1 year Service code 28 · EIN 26-3761443 | Investment Management | $47,937 |
MILLIMAN, INC.5+ years Filed as: MILLIMAN INC. Service code 11 · EIN 91-0675641 | Actuarial | $36,500 |
LINDQUIST LLP5+ years Service code 10 · EIN 52-2385296 | Accounting | $33,564 |
US BANK5+ years Filed as: UNION BANK OF CALIFORNIA Service code 21 · EIN 94-0304228 | Bank Trustee | $25,968 |
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 | $1,055,769-100.0% | $165,322-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.5%-32.5pp | 0.6%-0.6pp |
| Annual return | -3.39% | 6.41%-9.8pp | 8.01%-11.4pp | 11.45%-14.8pp |
| Employer contribution / active EE | $6,311 | $11,592-45.6% | $29,475-78.6% | $17,219-63.3% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $13,084-100.0% | $637-100.0% | $15,480-100.0% |