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 |
|---|---|---|
MERCER1+ years Service code 16 · EIN 13-2834414 | Consulting | $60,342 |
AON CONSULTING1+ years Filed as: AON HEWITT Service code 13 · EIN 36-2235791 | Contract Administrator | $58,397 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO Service code 10 · EIN 94-2948313 | Accounting | $11,713 |
BDO USA, LLP1+ years Service code 10 1422 EUCLID AVENUE · CLEVELAND, OH 44115 | Accounting | $11,000 |
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 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 | $1,219,223-100.0% | $522,682-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.6%-12.6pp | 4.3%-4.3pp |
| Annual return | -0.90% | -1.56%+0.7pp | -3.43%+2.5pp | 2.81%-3.7pp |
| Employer contribution / active EE | $15,371 | $14,048+9.4% | $25,607-40.0% | $16,358-6.0% |
| Participant deferral / active EE | $0 | $369-100.0% | $77-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $5,367-100.0% | $13,511-100.0% | $1,639-100.0% |