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 |
|---|---|---|
MERCER4+ years Filed as: MERCER US INC Service code 11 · EIN 13-2834414 | Actuarial | $78,277 |
STROOCK & STROOCK & LAVAN3+ years Service code 29 · EIN 13-5539787 | Legal | $24,096 |
BDO USA, LLP4+ years Filed as: BDO USA LLP Service code 10 · EIN 13-5381590 | Accounting | $14,497 |
PITTA LLP4+ years Filed as: PITTA & GIBLIN Service code 29 · EIN 26-3852082 | Legal | $13,216 |
Filed as: BNY MELLON Service code 28 · EIN 13-5160382 | Investment Management | $6,124 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $88,507-100.0% | $379,314-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 3.1%-3.1pp | 17.4%-17.4pp | 4.7%-4.7pp |
| Annual return | -15.51% | -1.53%-14.0pp | -2.18%-13.3pp | -0.69%-14.8pp |
| Employer contribution / active EE | $1,668 | $14,498-88.5% | $38,751-95.7% | $16,786-90.1% |
| Participant deferral / active EE | $0 | $305-100.0% | $151-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $264-100.0% | $4,180-100.0% | $124-100.0% |