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 |
|---|---|---|
MERCER2 years Filed as: MERCER INVESTMENT CONSULTING Service code 51 · EIN 30-0282430 | Investment Mgmt Fees | $146,594 |
MERCER9+ years Filed as: MERCER (US) INC. Service code 11 · EIN 61-0736136 | Actuarial | $66,608 |
Filed as: MCCONNELL & JONES LLP Service code 10 · EIN 76-0488832 | Accounting | $23,175 |
Filed as: AXA EQUITABLE LIFE INSURANCE Service code 13 · EIN 13-5570651 | Contract Administrator | $16,469 |
STOEL RIVES LLP8 years Service code 29 · EIN 93-0408771 | Legal | $7,464 |
NORTHERN TRUST COMPANY1 year Filed as: NORTHERN TRUST CUSTODY Service code 15 · EIN 36-1561860 | Recordkeeping | $6,024 |
MORNEAU SHEPELL2 years Filed as: LIFEWORKS Service code 14 · EIN 52-1883918 | Plan Administrator | $5,543 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $282,865-100.0% | $7,193,366-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.7%-16.7pp | 12.4%-12.4pp |
| Annual return | 6.62% | 10.19%-3.6pp | 78.53%-71.9pp | 9.89%-3.3pp |
| Employer contribution / active EE | $5,462 | $17,053-68.0% | $31,628-82.7% | $14,313-61.8% |
| Participant deferral / active EE | $0 | $0 | $101-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $9,084-100.0% | $75,389-100.0% | $9,084-100.0% |