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 |
|---|---|---|
AON CONSULTING1 year Filed as: AON CONSULTING INC NJ Service code 11 | Actuarial | $102,000 |
Filed as: GLOBAL PORTFOLIO STRATEGIES, INC Service code 28 · EIN 06-1055669 | Investment Management | $50,991 |
GETTRY MARCUS CPA, P.C.1 year Filed as: GETTRY MARCUS CPA P C Service code 10 | Accounting | $17,500 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $16,925 |
K&L GATES1 year Filed as: KL GATES LLP Service code 11 | Actuarial | $11,249 |
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.
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $111,284-100.0% | $369,410-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 12.5%-12.5pp | 29.4%-29.4pp | 8.4%-8.4pp |
| Annual return | -0.89% | 9.11%-10.0pp | 8.28%-9.2pp | 18.34%-19.2pp |
| Employer contribution / active EE | $0 | $12,190-100.0% | $40,747-100.0% | $14,665-100.0% |
| Participant deferral / active EE | $0 | $9-100.0% | $26-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $997-100.0% | $4,495-100.0% | $9,141-100.0% |