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 CONSULTING2+ years Service code 11 · EIN 23-2293237 | Actuarial | $31,547 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BNY MELLON Service code 28 · EIN 25-0659306 | Investment Management | $31,194 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $415,031-100.0% | $322,681-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 27.6%-27.6pp | - |
| Annual return | 4.92% | 15.23%-10.3pp | 4.07%+0.9pp | - |
| Employer contribution / active EE | $7,834 | $39,272-80.1% | $36,235-78.4% | - |
| Participant deferral / active EE | $0 | $0 | $215-100.0% | - |
| Admin fee / account holder | $0 | $113,846-100.0% | $7,128-100.0% | - |