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 7-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 HUMAN RESOURCE CONSULTANTS Service code 11 · EIN 13-2834414 | Actuarial | $31,988 |
SB & COMPANY, LLC3+ years Service code 10 · EIN 20-2153727 | Accounting | $13,200 |
BALLARD SPAHR LLP2 years Service code 29 · EIN 23-0382195 | Legal | $5,100 |
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 | $1,146,296-100.0% | $198,173-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 42.0%-42.0pp | - |
| Annual return | 12.23% | 5.98%+6.2pp | 10.16%+2.1pp | - |
| Employer contribution / active EE | $4,404 | $6,346-30.6% | $33,192-86.7% | - |
| Participant deferral / active EE | $0 | $0 | $66-100.0% | - |
| Admin fee / account holder | $0 | $75,000-100.0% | $7,531-100.0% | - |