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 |
|---|---|---|
MERCER6+ years Service code 16 · EIN 13-2834414 | Consulting | $48,150 |
AON CONSULTING1 year Filed as: AON HEWITT SERVICES Service code 16 · EIN 22-2232264 | Consulting | $20,989 |
BDO USA, LLP6+ years Filed as: BDO USA LLP Service code 10 · EIN 13-5381590 | Accounting | $13,937 |
IR&M1 year Service code 28 100 FEDERAL STREET · BOSTON, MD 02110 | Investment Management | $3,844 |
JPMORGAN INVEST HOLDINGS LLC4 years Filed as: JP MORGAN CHASE AND CO. Service code 17 270 PARK AVE. · NEW YORK, NY 10017 | Pension Consulting | $3,672 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO Service code 10 · EIN 94-2948313 | Accounting | $1,957 |
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 | $21,551-100.0% | $165,322-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 39.2%-39.2pp | 32.5%-32.5pp | 13.5%-13.5pp |
| Annual return | 10.99% | 9.38%+1.6pp | 8.01%+3.0pp | 9.29%+1.7pp |
| Employer contribution / active EE | $11,577 | $9,605+20.5% | $29,475-60.7% | $15,168-23.7% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $294-100.0% | $637-100.0% | $2,037-100.0% |