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 |
|---|---|---|
MERCER10+ years Service code 11 · EIN 13-2834414 | Actuarial | $379,894 |
NORTHERN TRUST COMPANY9 years Service code 19 · EIN 36-1561860 | Securities Custodian | $178,248 |
BLACKROCK5 years Filed as: BLACKROCK INST. TRUST COMPANY Service code 28 · EIN 94-3112180 | Investment Management | $21,447 |
Filed as: SCHNEIDER DOWNS & CO. Service code 10 · EIN 25-1408703 | Accounting | $20,219 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $75,644-100.0% | $102,492-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 11.9%-11.9pp | 12.2%-12.2pp | 11.0%-11.0pp |
| Annual return | 0.48% | 7.25%-6.8pp | 5.17%-4.7pp | 8.23%-7.7pp |
| Employer contribution / active EE | $27,632 | $13,309+107.6% | $26,422+4.6% | $13,859+99.4% |
| Participant deferral / active EE | $0 | $61-100.0% | $78-100.0% | $61-100.0% |
| Admin fee / account holder | $0 | $172-100.0% | $16,625-100.0% | $1,652-100.0% |