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 9-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 CONSULTING5 years Service code 11 · EIN 36-2235791 | Actuarial | $72,366 |
CAPFINANCIAL PARTNERS LLC8+ years Filed as: CAPTRUST ADVISORS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $66,086 |
NORTHERN TRUST COMPANY6 years Filed as: THE NORTHERN TRUST COMPANY Service code 24 · EIN 36-1561860 | Discretionary Trustee | $54,464 |
MORISON COGEN LLP8+ years Service code 10 · EIN 23-1406493 | Accounting | $27,000 |
BAKER LESHKO SALINE & DRAPEAU LLP2 years Service code 29 · EIN 20-8122227 | Legal | $14,250 |
ALIGHT SOLUTIONS LLC2 years Service code 17 · EIN 82-1061233 | Pension Consulting | $6,600 |
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 | $75,030-100.0% | $75,030-100.0% | $350,408-100.0% |
| Participation rate | 0.0% | 25.0%-25.0pp | 5.9%-5.9pp | 44.4%-44.4pp |
| Annual return | -6.59% | -10.20%+3.6pp | -2.63%-4.0pp | -14.65%+8.1pp |
| Employer contribution / active EE | $0 | $48,508-100.0% | $29,884-100.0% | $46,320-100.0% |
| Participant deferral / active EE | $0 | $0 | $8-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $838-100.0% | $838-100.0% | $14,631-100.0% |