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 |
|---|---|---|
MERCER3+ years Service code 11 · EIN 13-2834414 100 NORTH TYRON STREET, SUITE 3600 · CHARLOTTE, NC 28202 | Actuarial | $249,643 |
Service code 17 · EIN 26-4753313 152 WEST 57TH ST 37TH FL · NEW YORK, NY 10019 | Pension Consulting | $86,077 |
COLUMBIA1 year Filed as: COLUMBIA MANAGEMENT INVESTMENT Service code 17 290 CONGRESS ST · BOSTON, MA 02210 | Pension Consulting | $45,206 |
SUNTRUST BANKS, INC.2 years Filed as: TRUIST BANK Service code 15 · EIN 56-1074313 214 NORTH TRYON ST · CHARLOTTE, NC 28202 | Recordkeeping | $31,897 |
OPPENHEIMER3+ years Filed as: OPPENHEIMER & CO., INC. Service code 17 · EIN 74-2154744 85 BROAD STREET, 3RD FLOOR · NEW YORK, NY 10004 | Pension Consulting | $30,000 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $75,030-100.0% | $75,030-100.0% | $350,408-100.0% |
| Participation rate | 0.0% | 25.0%-25.0pp | 5.9%-5.9pp | 44.4%-44.4pp |
| Annual return | -19.02% | -10.20%-8.8pp | -2.63%-16.4pp | -14.65%-4.4pp |
| Employer contribution / active EE | $0 | $48,508-100.0% | $29,884-100.0% | $46,320-100.0% |
| Participant deferral / active EE | $0 | $0 | $8-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $838-100.0% | $838-100.0% | $14,631-100.0% |