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 |
|---|---|---|
MERCER10+ years Service code 11 · EIN 13-2834414 | Actuarial | $1,342,200 |
Filed as: DOUGLASS WINTHROP Service code 21 · EIN 13-4085380 | Bank Trustee | $340,326 |
PIMCO FUNDS3 years Filed as: PACIFIC INVESTMENT MGMT CO LLC Service code 20 · EIN 33-0629048 650 NEWPORT CENTER DR · NEWPORT BEACH, CA 92660 | Trustee (individual) | $325,018 |
CLEARSTEAD ADVISORS, LLC2 years Service code 20 · EIN 87-3258080 | Trustee (individual) | $200,000 |
KEY BANK NATIONAL ASSOCIATION10+ years Filed as: KEY TRUST Service code 26 · EIN 34-0797057 | Advisory (Participants) | $144,765 |
COLUMBIA10+ years Filed as: COLUMBIA ASSET MANAGEMENT Service code 21 · EIN 94-1687665 | Bank Trustee | $67,551 |
BDO USA, LLP10+ years Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $37,738 |
Service code 22 · EIN 84-4057000 17295 FOLTZ PARKWAY · STRONGSVILLE, OH 44149 | Insurance Broker | $6,613 |
THE BERWYN GROUP1 year Service code 49 · EIN 34-1672337 2 SUMMIT PARK DRIVE · INDEPENDENCE, OH 441312565 | Other Services | $5,177 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $138,807-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.0%-10.0pp | 0.0%0pp |
| Annual return | 8.43% | 9.57%-1.1pp | 8.39%0pp | 9.57%-1.1pp |
| Employer contribution / active EE | $6,734 | $9,429-28.6% | $20,497-67.1% | $9,429-28.6% |
| Participant deferral / active EE | $0 | $408-100.0% | $16-100.0% | $408-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |