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 |
|---|---|---|
STRATEGIC ADVISORS, INC.4 years Filed as: STRATEGIC INVESTMENT GROUP Service code 27 · EIN 52-1540171 | Advisory (Plan) | $386,946 |
MERCER8+ years Filed as: MERCER HUMAN RESOURCE CONSULTANT Service code 11 · EIN 13-2834414 | Actuarial | $75,444 |
NORTHERN TRUST COMPANY4 years Service code 21 · EIN 36-1561860 | Bank Trustee | $51,405 |
THE JOHNS HOPKINS HOSPITAL7 years Service code 14 · EIN 52-0591656 | Plan Administrator | $39,000 |
SB & COMPANY, LLC8+ years Filed as: SB AND COMPANY, LLC Service code 10 · EIN 20-2153727 | Accounting | $18,750 |
Filed as: ALL PLANS CONSULTING Service code 16 · EIN 36-4109480 | Consulting | $11,900 |
HUMANIN1 year Filed as: HUMANIM Service code 49 · EIN 52-0962588 | Other Services | $5,048 |
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.
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 | $13,363-100.0% | $250,986-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 11.1%-11.1pp | 50.6%-50.6pp | 2.2%-2.2pp |
| Annual return | 4.52% | 9.71%-5.2pp | 32.30%-27.8pp | 9.11%-4.6pp |
| Employer contribution / active EE | $3,892 | $7,317-46.8% | $33,955-88.5% | $12,231-68.2% |
| Participant deferral / active EE | $0 | $946-100.0% | $43-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $10,141-100.0% | $125-100.0% |