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 |
|---|---|---|
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $150,125 |
MERCER1 year Filed as: MERCER US LLC Service code 11 · EIN 36-2668272 | Actuarial | $50,241 |
Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 15 · EIN 31-1582098 | Recordkeeping | $39,750 |
Service code 11 · EIN 13-3689044 | Actuarial | $0 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $290,873-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 27.8%-27.8pp | 0.0%0pp |
| Annual return | 7.18% | 8.76%-1.6pp | 7.18%0pp | 8.76%-1.6pp |
| Employer contribution / active EE | $3,898 | $16,627-76.6% | $35,855-89.1% | $16,627-76.6% |
| Participant deferral / active EE | $0 | $888-100.0% | $162-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $1,724-100.0% | - |