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 5-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 |
|---|---|---|
FID INV INST OPS CO2 years Filed as: FID MGMT TRUST CO Service code 19 · EIN 04-2723880 | Securities Custodian | $155,212 |
FID INV INST OPS CO3 years Service code 11 · EIN 04-3532603 | Actuarial | $36,850 |
MERCER4 years Filed as: MERCER US LLC Service code 11 · EIN 13-2834414 | Actuarial | $26,334 |
FID INV INST OPS CO2 years Filed as: FID INST ASSET MANAGEMENT CO Service code 26 · EIN 20-4659714 | Advisory (Participants) | $20,139 |
WIPFLI LLP5+ years Service code 10 · EIN 41-2899048 | Accounting | $17,500 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $105,290-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.3%-12.3pp | 0.0%0pp |
| Annual return | 2.32% | 8.43%-6.1pp | 52.39%-50.1pp | 10.71%-8.4pp |
| Employer contribution / active EE | $875 | $8,563-89.8% | $23,486-96.3% | $14,986-94.2% |
| Participant deferral / active EE | $0 | $390-100.0% | $224-100.0% | $1,686-100.0% |
| Admin fee / account holder | $0 | $0 | $4,431-100.0% | - |