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 |
|---|---|---|
MERCER5+ years Service code 16 · EIN 13-2834414 | Consulting | $87,260 |
JPMORGAN INVEST HOLDINGS LLC3 years Filed as: JP MORHAN CHASE AND CO. Service code 17 270 PARK AVE. · NEW YORK, NY 10017 | Pension Consulting | $78,325 |
IR&M3 years Service code 28 100 FEDERAL STREET · BOSTON, MD 02110 | Investment Management | $27,646 |
SANDERSON ASSET MANAGEMENT3 years Service code 28 · EIN 20-0348128 | Investment Management | $22,549 |
BDO USA, LLP5+ years Service code 10 · EIN 13-5381590 | Accounting | $14,382 |
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO Service code 10 · EIN 94-2948313 | Accounting | $8,089 |
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 | $58,463-100.0% | $133,543,011-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 1.8%-1.8pp | 8.0%-8.0pp | 13.0%-13.0pp |
| Annual return | 16.41% | 12.80%+3.6pp | 29.77%-13.4pp | 13.59%+2.8pp |
| Employer contribution / active EE | $13,381 | $11,862+12.8% | $33,607-60.2% | $14,592-8.3% |
| Participant deferral / active EE | $0 | $86-100.0% | $96-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $325-100.0% | $835,310-100.0% | $29,657-100.0% |