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 10-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 |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 27 PO BOX 780216 · PHILADELPHIA, PA 191780216 | Advisory (Plan) | $225,301 |
Filed as: JOHN HANCOCK Service code 11 · EIN 01-0233346 | Actuarial | $217,570 |
FORVIS MAZARS, LLP5 years Filed as: MAZARS USA Service code 17 · EIN 13-1459550 135 WEST 50TH STREET · NEW YORK, NY 10020 | Pension Consulting | $20,000 |
DELOITTE & TOUCHE LLP1 year Service code 10 · EIN 13-3891517 | Accounting | $19,044 |
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.
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 | $46,984-100.0% | $788,447-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.4%-21.4pp | 5.6%-5.6pp |
| Annual return | -24.53% | -0.56%-24.0pp | -3.21%-21.3pp | 39.77%-64.3pp |
| Employer contribution / active EE | $42,468 | $21,553+97.0% | $46,019-7.7% | $19,959+112.8% |
| Participant deferral / active EE | $0 | $308-100.0% | $31-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $46,258-100.0% | $62-100.0% |