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.9+ years Service code 13 · EIN 38-2383171 | Contract Administrator | $239,174 |
DWS FUNDS2 years Filed as: RREEF Service code 28 · EIN 58-2364506 | Investment Management | $80,508 |
THE WAGNER LAW GROUP3 years Service code 29 · EIN 04-3323315 | Legal | $64,671 |
THE BANK OF NEW YORK MELLON9+ years Filed as: U.S. BANK Service code 19 · EIN 31-0841368 | Securities Custodian | $62,614 |
NEPC, LLC7 years Service code 27 · EIN 26-1429809 | Advisory (Plan) | $56,667 |
LSV ASSET MANAGEMENT2 years Filed as: LSV EMERGING MARKETS Service code 28 155 NORTH WACKER DRIVE · CHICAGO, IL 60606 | Investment Management | $52,140 |
MILLIMAN, INC.9+ years Filed as: MILLIMAN INC. Service code 11 · EIN 91-0675641 | Actuarial | $48,893 |
EIDE BAILLY LLP5 years Service code 10 · EIN 45-0250958 | Accounting | $47,096 |
ULLICO5 years Service code 28 8403 COLESVILLE ROAD · SILVER SPRING, MD 20910 | Investment Management | $46,459 |
WITHUMSMITH+BROWN, PC2 years Service code 10 · EIN 22-2027092 | Accounting | $43,180 |
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 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 7.04% | 11.08%-4.0pp | 8.09%-1.1pp | 8.76%-1.7pp |
| Employer contribution / active EE | $6,463 | $13,876-53.4% | $28,732-77.5% | $16,627-61.1% |
| Participant deferral / active EE | $0 | $7,576-100.0% | $7-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |