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 3-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 Service code 11 · EIN 13-2834414 | Actuarial | $308,336 |
MORNEAU SHEPELL2+ years Filed as: TELUS HEALTH Service code 14 | Plan Administrator | $142,787 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE & MORAN PLLC Service code 10 · EIN 38-1357951 | Accounting | $47,058 |
Filed as: STATE STREET BANK AND TRUST COMPANY Service code 18 · EIN 04-1883918 | Custodial (securities); Custodial (ot... | $45,000 |
SEI INVESTMENTS2+ years Filed as: SEI INVESTMENTS COMPANY Service code 19 · EIN 23-1707341 | Securities Custodian | $39,027 |
BARNES & THORNBURG LLP1 year Filed as: BARNES & THORNBURG Service code 29 · EIN 35-0900596 | Legal | $10,353 |
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 | $3,299,877-100.0% | $182,032-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 13.4%-13.4pp | 2.3%-2.3pp |
| Annual return | 10.13% | 7.97%+2.2pp | 7.70%+2.4pp | 37.74%-27.6pp |
| Employer contribution / active EE | $11,874 | $15,841-25.0% | $28,478-58.3% | $15,781-24.8% |
| Participant deferral / active EE | $0 | $476-100.0% | $49-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $51,246-100.0% | $9,287-100.0% |