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 |
|---|---|---|
AON CONSULTING2 years Filed as: AON HEWITT SERVICES Service code 16 · EIN 22-2232264 | Consulting | $49,367 |
MERCER1 year Filed as: MERCER INVESTMENTS LLC Service code 51 · EIN 30-0282430 | Investment Mgmt Fees | $45,026 |
JPMORGAN INVEST HOLDINGS LLC5 years Filed as: JP MORHAN CHASE AND CO. Service code 17 270 PARK AVE. · NEW YORK, NY 10017 | Pension Consulting | $17,676 |
Service code 27 4208 6 FORKS ROAD · RALEIGH, NC 27609 | Advisory (Plan) | $17,574 |
BDO USA, LLP7+ years Service code 10 · EIN 13-5381590 | Accounting | $11,420 |
MERCER7+ years Service code 16 · EIN 13-2834414 | Consulting | $8,270 |
WELLS FARGO BANK, N.A.7+ years Filed as: WELLS FARGO Service code 10 · EIN 94-2948313 | Accounting | $4,378 |
SANDERSON ASSET MANAGEMENT5 years Service code 28 · EIN 20-0348128 | Investment Management | $2,010 |
IR&M5 years Service code 28 100 FEDERAL STREET · BOSTON, MD 02110 | Investment Management | $0 |
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 | $14,823-100.0% | $220,551-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 2.5%-2.5pp | 8.7%-8.7pp | 8.4%-8.4pp |
| Annual return | 11.66% | 11.70%0pp | 7.32%+4.3pp | 18.34%-6.7pp |
| Employer contribution / active EE | $3,380 | $9,106-62.9% | $23,426-85.6% | $14,665-77.0% |
| Participant deferral / active EE | $0 | $39-100.0% | $107-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $205-100.0% | $9,522-100.0% | $9,141-100.0% |