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 |
|---|---|---|
RUSSELL TRUST COMPANY9+ years Service code 25 · EIN 91-1116938 | Directed Trustee | $468,740 |
MORNEAU SHEPELL1 year Filed as: TELUS HEALTH Service code 13 · EIN 52-1883918 | Contract Administrator | $192,317 |
MERCER4 years Service code 11 · EIN 34-2015463 | Actuarial | $59,200 |
KREISCHER MILLER8 years Service code 10 · EIN 23-1980475 | Accounting | $20,371 |
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 | $3,299,877-100.0% | $80,293-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.6%-5.6pp | 2.3%-2.3pp |
| Annual return | 5.88% | 20.09%-14.2pp | 15.31%-9.4pp | 37.74%-31.9pp |
| Employer contribution / active EE | $26,434 | $15,382+71.9% | $28,686-7.9% | $15,781+67.5% |
| Participant deferral / active EE | $0 | $17-100.0% | $126-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $456-100.0% | $9,287-100.0% |