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 |
|---|---|---|
MERCER5+ years Filed as: MERCER HR CONSULTING LLC Service code 11 · EIN 13-2834414 | Actuarial | $562,391 |
THE BANK OF NEW YORK MELLON5+ years Service code 19 · EIN 13-5160382 | Securities Custodian | $267,161 |
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 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 | $1,557,172-100.0% | $346,182-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 10.0%-10.0pp | 52.1%-52.1pp | 1.2%-1.2pp |
| Annual return | 15.68% | 17.70%-2.0pp | 13.48%+2.2pp | 53.27%-37.6pp |
| Employer contribution / active EE | $363,128 | $40,511+796.4% | $47,067+671.5% | $14,774+2357.9% |
| Participant deferral / active EE | $0 | $17,273-100.0% | $200-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $8,714-100.0% | $14,572-100.0% | $13,289-100.0% |