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 |
|---|---|---|
Service code 14 · EIN 13-5656874 | Plan Administrator | $92,118 |
MERCER3 years Filed as: MERCER INVESTMENT Service code 51 · EIN 30-0282430 | Investment Mgmt Fees | $76,247 |
AON CONSULTING10+ years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $39,000 |
NORTHERN TRUST COMPANY1 year Filed as: NORTHERN TRUST CO Service code 21 · EIN 36-1561860 | Bank Trustee | $19,658 |
L & S VENTURES LLC5 years Service code 17 · EIN 75-3238476 | Pension Consulting | $10,331 |
PLANTE & MORAN, PLLC1 year Service code 10 · EIN 33-1498605 | Accounting | $8,177 |
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.
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $325,553-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 2.16% | 7.99%-5.8pp | 9.14%-7.0pp | 8.76%-6.6pp |
| Employer contribution / active EE | $2,364 | $10,583-77.7% | $40,504-94.2% | $16,640-85.8% |
| Participant deferral / active EE | $0 | $225-100.0% | $42-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $17,411-100.0% | - |