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 |
|---|---|---|
AON CONSULTING5+ years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $52,302 |
CALLAN LLC5+ years Filed as: CALLAN ASSOCIATE, INC. Service code 28 · EIN 94-2192581 | Investment Management | $51,167 |
DODGE & COX5+ years Filed as: DODGE AND COX Service code 28 · EIN 94-1441976 | Investment Management | $42,479 |
MERCER5+ years Service code 15 · EIN 13-2834414 | Recordkeeping | $22,194 |
Service code 28 · EIN 46-1294859 | Investment Management | $20,384 |
STATE STREET GLOBAL ADVISORS5+ years Service code 18 · EIN 81-4017137 | Custodial (other than securities); Cu... | $17,958 |
STATE STREET GLOBAL ADVISORS5+ years Filed as: STATE STREET BANK & TRUST CO Service code 21 1 LINCOLN ST FL1 · BOSTON, MA 021112901 | Bank Trustee | $14,014 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $101,941-100.0% | $568,132-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 3.2%-3.2pp | 21.0%-21.0pp | 2.8%-2.8pp |
| Annual return | 15.87% | 18.13%-2.3pp | 14.64%+1.2pp | 16.32%-0.4pp |
| Employer contribution / active EE | $12,856 | $23,138-44.4% | $41,831-69.3% | $17,007-24.4% |
| Participant deferral / active EE | $0 | $160-100.0% | $200-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $281-100.0% | $36,942-100.0% | $127-100.0% |