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 7-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 |
|---|---|---|
MERCER6 years Filed as: MERCER INVESTMENT LLC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $1,444,447 |
Filed as: FIDELITY WORKPLACE SERVICES LLC Service code 15 · EIN 04-3532603 | Recordkeeping | $272,211 |
NORTHERN TRUST COMPANY7+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $169,816 |
BUCK GLOBAL, LLC7+ years Filed as: BUCK GLOBAL LLC Service code 11 · EIN 13-3954297 | Actuarial | $134,164 |
THE BANK OF NEW YORK MELLON4 years Filed as: BNY MELLON Service code 10 · EIN 13-5160382 | Accounting | $46,956 |
Filed as: SCHNEIDER DOWNS & CO. Service code 10 · EIN 25-1408703 | Accounting | $26,800 |
STATE STREET GLOBAL ADVISORS5 years Filed as: STATE STREET GLOBAL ADVISORS TRUST Service code 19 · EIN 81-4017137 | Securities Custodian | $12,524 |
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.
Participant contribution per participant 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 | $0 | $308,621-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 57.2%-57.2pp | 0.0%0pp |
| Annual return | 4.89% | 9.30%-4.4pp | 8.06%-3.2pp | 9.30%-4.4pp |
| Employer contribution / active EE | $18,427 | $12,557+46.8% | $42,627-56.8% | $12,557+46.8% |
| Participant deferral / active EE | $2,302 | $2,867-19.7% | $71+3151.1% | $2,867-19.7% |
| Admin fee / account holder | $0 | $0 | $8,774-100.0% | - |