Filed January 22, 2019
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 6-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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $638,097 |
AON CONSULTING5 years Filed as: AON INVESTMENTS USA INC. Service code 27 · EIN 36-3109431 | Advisory (Plan) | $13,896 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,068 | $57,150-0.1% | $93,606-39.0% | $106,382-46.4% |
| Participation rate | 36.0% | 49.1%-13.1pp | 68.7%-32.7pp | 69.9%-33.9pp |
| Annual return | 11.99% | 15.81%-3.8pp | 133.20%-121.2pp | 17.37%-5.4pp |
| Employer contribution / active EE | $620 | $1,015-38.9% | $2,420-74.4% | $3,364-81.6% |
| Participant deferral / active EE | $1,067 | $1,853-42.4% | $4,411-75.8% | $5,569-80.8% |
| Admin fee / account holder | $38 | $64-41.2% | $8,285-99.5% | $79-52.2% |