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. Service code 28 707 WILSHIRE BLVD, SUITE 2600 · LOS ANGELES, CA 90017 | Investment Management | $20,200 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $105,125-100.0% | $215,441-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 50.7%-50.7pp | 14.6%-14.6pp |
| Annual return | -4.92% | -1.99%-2.9pp | 1.09%-6.0pp | 10.56%-15.5pp |
| Employer contribution / active EE | $10,000 | $9,499+5.3% | $57,621-82.6% | $13,643-26.7% |
| Participant deferral / active EE | $0 | $140-100.0% | $181-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $3,354-100.0% | $10,762-100.0% | $3,354-100.0% |