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 |
|---|---|---|
BUCK GLOBAL, LLC5 years Service code 11 · EIN 13-3954297 11 STANWIX STREET, SUITE 700 · PITTSBURGH, PA 15222 | Actuarial | $33,738 |
Filed as: MORGAN STANLEY Service code 21 1 NEW YORK PLAZA · NEW YORK, NY 10004 | Bank Trustee | $31,254 |
MERCER4 years Filed as: MERCER INVESTMENTS LLC Service code 17 · EIN 13-2834414 21875 NETWORK PLACE · CHICAGO, IL 606731218 | Pension Consulting | $25,827 |
COMERICA BANK8+ years Service code 21 · EIN 42-1741646 411 W. LAFAYETTE · DETROIT, MI 48226 | Bank Trustee | $5,630 |
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.
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 | $247,120-100.0% | $213,834-100.0% | $350,408-100.0% |
| Participation rate | 0.0% | 29.4%-29.4pp | 12.3%-12.3pp | 44.4%-44.4pp |
| Annual return | -16.11% | -11.90%-4.2pp | -5.16%-11.0pp | -14.65%-1.5pp |
| Employer contribution / active EE | $517,426 | $42,640+1113.5% | $31,020+1568.0% | $46,320+1017.1% |
| Participant deferral / active EE | $0 | $68-100.0% | $101-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $3,703-100.0% | $2,852-100.0% | $14,631-100.0% |