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 |
|---|---|---|
MERCER5+ years Service code 15 · EIN 13-2834414 | Recordkeeping | $201,640 |
GRANT THORNTON LLP5+ years Service code 10 · EIN 36-6055558 | Accounting | $23,805 |
WINSTON & STRAWN LLP2 years Service code 29 · EIN 36-1975990 | Legal | $15,237 |
Service code 21 · EIN 95-4839031 | Bank Trustee | $15,088 |
Filed as: U.S. BANK Service code 21 · EIN 31-0841368 | Bank Trustee | $7,500 |
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 | $409,661-100.0% | $165,322-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.5%-32.5pp | 1.7%-1.7pp |
| Annual return | 7.52% | 6.95%+0.6pp | 8.01%-0.5pp | 627.08%-619.6pp |
| Employer contribution / active EE | $4,453 | $11,635-61.7% | $29,475-84.9% | $18,824-76.3% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $637-100.0% | $1,923-100.0% |