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 9-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 |
|---|---|---|
MERCER4+ years Service code 15 · EIN 13-2834414 | Recordkeeping | $257,805 |
WINSTON & STRAWN LLP1 year Service code 29 · EIN 36-1975990 | Legal | $61,101 |
GRANT THORNTON LLP4+ years Service code 10 · EIN 36-6055558 | Accounting | $22,977 |
AECOM USA INC.4+ years Service code 10 · EIN 61-1088522 | Accounting | $21,537 |
Service code 21 · EIN 95-4839031 | Bank Trustee | $9,735 |
MATRIX TRUST COMPANY4+ years Service code 27 · EIN 75-3182674 | Advisory (Plan) | $6,558 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $46,244-100.0% | $362,723-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 38.2%-38.2pp | 2.8%-2.8pp |
| Annual return | 13.46% | 11.52%+1.9pp | 10.56%+2.9pp | 16.32%-2.9pp |
| Employer contribution / active EE | $4,958 | $11,821-58.1% | $30,197-83.6% | $17,007-70.8% |
| Participant deferral / active EE | $0 | $406-100.0% | $33-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $2,168-100.0% | $127-100.0% |