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 |
|---|---|---|
MERCER3+ years Filed as: MERCER HR CONSULTING Service code 11 · EIN 13-2834414 | Actuarial | $454,926 |
LEGAL & GENERAL INVESTMENT3+ years Service code 28 · EIN 20-8058531 | Investment Management | $262,733 |
MORGAN STANLEY SMITH BARNEY3+ years Service code 27 · EIN 26-4310632 | Advisory (Plan) | $121,858 |
THE BANK OF NEW YORK MELLON2 years Filed as: BNY MELLON Service code 28 · EIN 13-5160382 | Investment Management | $62,953 |
BDO USA, LLP3+ years Service code 10 · EIN 13-5381590 | Accounting | $31,547 |
STROOCK & STROOCK & LAVAN2 years Service code 29 · EIN 13-5539787 | Legal | $22,651 |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | -5.73% | -1.53%-4.2pp | -2.18%-3.5pp | -0.69%-5.0pp |
| Employer contribution / active EE | $0 | $14,498-100.0% | $38,751-100.0% | $16,786-100.0% |
| 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% |