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 8-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 |
|---|---|---|
MERCER8+ years Filed as: MERCER (US), INC. Service code 11 · EIN 13-2834414 | Actuarial | $1,005,705 |
THE BANK OF NEW YORK MELLON8+ years Service code 18 · EIN 13-5160382 | Investment management; Custodial (oth... | $212,530 |
Filed as: JPMORGAN CHASE BANK Service code 28 · EIN 13-4994650 | Investment Management | $199,793 |
Filed as: MELLON INVESTMENTS Service code 28 · EIN 25-1442864 | Investment Management | $141,574 |
AMERICAN FUNDS1 year Filed as: CAPITAL GUARDIAN TRUST Service code 28 · EIN 95-2553868 | Investment Management | $109,220 |
WELLINGTON TRUST COMPANY2 years Filed as: WELLINGTON TRUST COMPANY NA Service code 28 · EIN 04-2755549 | Investment Management | $74,535 |
INTECH INVESTMENT MANAGEMENT LLC8+ years Filed as: INTECH INVESTMENT MANAGEMENT Service code 28 · EIN 01-0614895 | Investment Management | $24,493 |
JACKSON LEWIS P.C.2 years Filed as: JACKSON LEWIS P.C Service code 28 · EIN 46-3862389 | Investment Management | $11,295 |
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.
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 | $0 | $308,621-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 57.2%-57.2pp | 0.0%0pp |
| Annual return | 2.04% | 9.30%-7.3pp | 8.06%-6.0pp | 9.30%-7.3pp |
| Employer contribution / active EE | $7,758 | $12,557-38.2% | $42,627-81.8% | $12,557-38.2% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $71-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $8,774-100.0% | - |