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 |
|---|---|---|
MERCER3+ years Filed as: MERCER INVESTMENT MANAGEMENT Service code 28 · EIN 30-0282430 | Investment Management | $399,039 |
HEWITT ASSOCIATES LLC3+ years Service code 11 · EIN 36-2235791 | Actuarial | $355,266 |
ALIGHT SOLUTIONS LLC1 year Service code 15 · EIN 36-2235791 | Recordkeeping | $254,089 |
MERCER3+ years Filed as: MERCER INC. Service code 11 · EIN 13-2834414 | Actuarial | $224,459 |
THE BANK OF NEW YORK MELLON3+ years Filed as: BNY MELLON Service code 21 · EIN 25-6078093 | Bank Trustee | $89,846 |
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.
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 | $0 | $411,917-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 15.69% | 12.92%+2.8pp | 10.36%+5.3pp | 17.84%-2.2pp |
| Employer contribution / active EE | $21,319 | $14,070+51.5% | $37,738-43.5% | $14,688+45.1% |
| Participant deferral / active EE | $0 | $21-100.0% | $137-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $15,661-100.0% | - |