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 |
|---|---|---|
MERCER10+ years Service code 11 · EIN 13-2834414 | Actuarial | $366,526 |
SEI INVESTMENTS10+ years Service code 21 · EIN 23-1707341 | Bank Trustee | $345,813 |
BAKER & HOSTETLER LLP2 years Filed as: BAKER HOSTETLER Service code 29 127 PUBLIC SQUARE SUITE 2000 · CLEVELAND, OH 44114 | Legal | $18,785 |
MEADEN & MOORE, LTD.9 years Filed as: MEADEN & MOORE Service code 10 · EIN 34-1818258 | Accounting | $14,000 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $49,655-100.0% | $138,807-100.0% | $49,655-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.0%-10.0pp | 17.1%-17.1pp |
| Annual return | 6.46% | 7.73%-1.3pp | 8.39%-1.9pp | 9.82%-3.4pp |
| Employer contribution / active EE | $33,261 | $10,210+225.8% | $20,497+62.3% | $13,587+144.8% |
| Participant deferral / active EE | $0 | $0 | $16-100.0% | $81-100.0% |
| Admin fee / account holder | $0 | $2,893-100.0% | - | $2,893-100.0% |