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 |
|---|---|---|
Filed as: JP MORGAN CHASE AND CO Service code 17 270 PARK AVE · NEW YORK, NY 10017 | Pension Consulting | $34,256 |
MERCER3+ years Service code 16 · EIN 13-2834414 | Consulting | $17,449 |
BDO USA, LLP3+ years Filed as: BDO USA LLP Service code 10 1422 EUCLID AVENUE · CLEVELAND, OH 44115 | Accounting | $9,187 |
AON CONSULTING3+ years Filed as: AON HEWITT Service code 13 · EIN 36-2235791 | Contract Administrator | $5,878 |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $23,019-100.0% | $184,886-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 60.0%-60.0pp | 47.1%-47.1pp | 11.3%-11.3pp |
| Annual return | -1.12% | 9.14%-10.3pp | 8.32%-9.4pp | 10.41%-11.5pp |
| Employer contribution / active EE | $3,105 | $9,384-66.9% | $30,793-89.9% | $14,691-78.9% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $212-100.0% | $2,802-100.0% | $2,646-100.0% |