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 |
|---|---|---|
MERCER9+ years Service code 11 · EIN 13-2834414 | Actuarial | $134,903 |
CLEARVIEW GROUP9+ years Filed as: CLEARVIEW INVESTMENT RESEARCH Service code 27 200 GLENRIDGE POINT PARKWAY · ATLANTA, GA 30342 | Advisory (Plan) | $32,681 |
STATE STREET GLOBAL ADVISORS7 years Service code 18 · EIN 81-4017137 | Custodial (securities); Investment ma... | $24,626 |
STATE STREET GLOBAL ADVISORS9+ years Filed as: STATE STREET BANK Service code 25 · EIN 04-1867445 | Directed Trustee | $24,148 |
NRS6 years Service code 64 · EIN 80-5140646 | Recordkeeping Fees | $18,263 |
GREERWALKER LLP7 years Service code 10 · EIN 56-1434747 | Accounting | $16,570 |
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 | $0 | $148,078-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 5.4%-5.4pp | 0.0%0pp |
| Annual return | 7.42% | 11.94%-4.5pp | 6.78%+0.6pp | 8.76%-1.3pp |
| Employer contribution / active EE | $12,041 | $15,564-22.6% | $25,154-52.1% | $16,627-27.6% |
| Participant deferral / active EE | $0 | $33-100.0% | $47-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $7,182-100.0% | - |