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 |
|---|---|---|
MERCER6+ years Service code 15 · EIN 13-2834414 | Recordkeeping | $188,531 |
GRANT THORNTON LLP6+ years Service code 10 · EIN 36-6055558 | Accounting | $24,426 |
Service code 21 · EIN 95-4839031 | Bank Trustee | $18,066 |
WINSTON & STRAWN LLP3 years Service code 29 · EIN 36-1975990 | Legal | $15,226 |
THE BANK OF NEW YORK MELLON2 years 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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,186-100.0% | $201,582-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 3.6%-3.6pp |
| Annual return | 3.32% | 17.53%-14.2pp | 11.08%-7.8pp | 11.84%-8.5pp |
| Employer contribution / active EE | $3,851 | $12,005-67.9% | $28,409-86.4% | $17,339-77.8% |
| Participant deferral / active EE | $0 | $0 | $86-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $409-100.0% | $6,559-100.0% | $409-100.0% |