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 |
|---|---|---|
FOSTER & FOSTER5 years Filed as: FOSTER & FOSTER, INC. Service code 11 · EIN 59-1921114 | Actuarial | $65,195 |
MERCER1 year Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $64,285 |
FOUNDATION RISK PARTNERS1 year Filed as: FOUNDATION RISK PARTNERS CORP. Service code 23 · EIN 81-5191759 | Insurance services | $28,003 |
US BANK1 year Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 15 · EIN 31-0841368 | Recordkeeping | $13,710 |
FISCHER DORWART, P.C.1 year Filed as: FISCHER CUNNANE & ASSOCIATES, LTD Service code 10 · EIN 23-3060583 | Accounting | $12,200 |
DUANE MORRIS LLP1 year Service code 29 · EIN 23-1392502 | Legal | $8,101 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD GROUP INCORPORATED Service code 27 · EIN 23-1945930 | Advisory (Plan) | $5,790 |
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 | $49,655-100.0% | $414,698-100.0% | $49,655-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 46.8%-46.8pp | 17.1%-17.1pp |
| Annual return | 10.59% | 10.17%+0.4pp | 8.80%+1.8pp | 9.82%+0.8pp |
| Employer contribution / active EE | $2,976 | $16,851-82.3% | $29,429-89.9% | $13,587-78.1% |
| Participant deferral / active EE | $0 | $26-100.0% | $58-100.0% | $81-100.0% |
| Admin fee / account holder | $0 | $2,893-100.0% | $10,933-100.0% | $2,893-100.0% |