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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $277,408 |
MERCER1 year Filed as: MERCER INVESTMENT MANAGEMENT, INC. Service code 27 · EIN 30-0282430 | Advisory (Plan) | $94,515 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE & MORAN PLLC Service code 10 · EIN 38-1357951 | Accounting | $43,000 |
JENNER & BLOCK LLP1 year Filed as: JENNER AND BLOCK LLP Service code 29 · EIN 36-2192554 | Legal | $36,008 |
Filed as: WILLISTOWERSWATSON Service code 16 · EIN 53-0181291 | Consulting | $15,264 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,718 | $110,299+48.4% | $102,423+59.8% | $199,593-18.0% |
| Participation rate | 74.0% | 86.3%-12.2pp | 76.5%-2.4pp | 72.0%+2.1pp |
| Annual return | 25.64% | 35.73%-10.1pp | 29.32%-3.7pp | 34.25%-8.6pp |
| Employer contribution / active EE | $3,222 | $3,603-10.6% | $3,023+6.6% | $3,034+6.2% |
| Participant deferral / active EE | $5,789 | $6,376-9.2% | $5,053+14.6% | $5,087+13.8% |
| Admin fee / account holder | $79 | $122-35.6% | $9,451-99.2% | $269-70.7% |