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 |
|---|---|---|
TROUTMAN SANDERS LLP3 years Filed as: TROUTMAN PEPPER HAMILTON SANDERSLLP Service code 29 · EIN 58-0946915 | Legal | $55,795 |
WILLIS TOWERS WATSON US LLC2 years Service code 11 · EIN 53-0181291 | Actuarial | $53,200 |
MERCER9 years Filed as: MERCER INVESTMENT CONSULTING, LLC Service code 16 · EIN 61-0736136 | Consulting | $28,324 |
CITRIN COOPERMAN11+ years Filed as: CITRIN COOPERMAN AND COMPANY LLP Service code 10 · EIN 22-2428965 | Accounting | $19,981 |
T ROWE PRICE RPS INC4 years Filed as: T. ROWE PRICE RPS, INC. Service code 50 · EIN 52-1714114 | Direct Payment | $17,443 |
MICHAEL F. YATES & COMPANY, INC.11+ years Filed as: MICHAEL BERG CONSULTING LLC Service code 16 11604 FAIRFAX STATION RD · FAIRFAX STATION, VA 22039 | Consulting | $5,371 |
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 | $49,655-100.0% | $440,923-100.0% | $49,655-100.0% |
| Participation rate | 0.0% | 17.1%-17.1pp | 40.0%-40.0pp | 17.1%-17.1pp |
| Annual return | 13.92% | 9.82%+4.1pp | 8.94%+5.0pp | 9.82%+4.1pp |
| Employer contribution / active EE | $5,517 | $13,587-59.4% | $36,999-85.1% | $13,587-59.4% |
| Participant deferral / active EE | $0 | $81-100.0% | $1-100.0% | $81-100.0% |
| Admin fee / account holder | $0 | $2,893-100.0% | $2,072-100.0% | $2,893-100.0% |