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 |
|---|---|---|
MERCER2 years Filed as: MERCER LLC Service code 11 · EIN 13-2834414 | Actuarial | $123,536 |
AGILIS PARTNERS LLC1 year Service code 17 · EIN 04-3513306 | Pension Consulting | $33,200 |
Filed as: GALLAGHER BENEFIT SERVICES INC Service code 17 · EIN 36-4291971 | Pension Consulting | $26,800 |
CROWE LLP1 year Service code 10 · EIN 35-0921680 | Accounting | $20,685 |
Filed as: PRINCIPAL TRUST COMPANY Service code 15 · EIN 51-0099493 | Recordkeeping | $15,926 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $505,629-100.0% | $505,629-100.0% | $417,905-100.0% |
| Participation rate | 0.0% | 42.2%-42.2pp | 39.0%-39.0pp | 39.2%-39.2pp |
| Annual return | -2.87% | 8.36%-11.2pp | 8.40%-11.3pp | 13.91%-16.8pp |
| Employer contribution / active EE | $0 | $40,567-100.0% | $39,312-100.0% | $35,282-100.0% |
| Participant deferral / active EE | $0 | $134-100.0% | $131-100.0% | $94-100.0% |
| Admin fee / account holder | $0 | $38,466-100.0% | $38,466-100.0% | $41,846-100.0% |