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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INSTITUTIONAL OPERATIONS Service code 16 · EIN 04-3304255 | Consulting | $257,410 |
INCOME RESEARCH & MANAGEMENT5 years Filed as: INCOME RESEARCH & MGMT, INC. Service code 28 · EIN 04-2955404 | Investment Management | $121,095 |
WILLIS TOWERS WATSON US LLC10+ years Filed as: TOWERS WATSON INVESTMENT SERVICE Service code 16 · EIN 52-1868818 | Consulting | $76,082 |
AON CONSULTING1 year Filed as: AON INVESTMENTS USA INC Service code 17 · EIN 36-3109431 | Pension Consulting | $50,340 |
NORTHERN TRUST COMPANY10+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $44,996 |
ARMANINO LLP8 years Filed as: ARMANINO, LLP Service code 10 · EIN 94-6214841 | Accounting | $31,148 |
NEPC, LLC8 years Service code 17 · EIN 26-1429809 | Pension Consulting | $12,585 |
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.
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 | $116,914-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 9.1%-9.1pp | 0.0%0pp |
| Annual return | -0.86% | 6.42%-7.3pp | 8.91%-9.8pp | 9.30%-10.2pp |
| Employer contribution / active EE | $5,530 | $10,547-47.6% | $24,376-77.3% | $12,557-56.0% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $14-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $692-100.0% | - |