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 4-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 |
|---|---|---|
MERCER4+ years Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $1,164,429 |
MERCER4+ years Service code 11 · EIN 13-2834414 | Actuarial | $519,556 |
SUNTRUST BANKS, INC.4+ years Filed as: TRUIST BANK Service code 21 · EIN 56-1074313 | Bank Trustee | $111,150 |
Filed as: MCCONNELL & JONES, LLP Service code 10 · EIN 76-0488832 | Accounting | $34,850 |
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 | $33,520-100.0% | $290,873-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 2.1%-2.1pp | 27.8%-27.8pp | 2.1%-2.1pp |
| Annual return | 7.30% | 7.65%-0.4pp | 7.18%+0.1pp | 7.65%-0.4pp |
| Employer contribution / active EE | $156,895 | $20,599+661.7% | $35,855+337.6% | $20,599+661.7% |
| Participant deferral / active EE | $0 | $1,172-100.0% | $162-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $1,724-100.0% | $193-100.0% |