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 DBA HEWITT ASSOC Service code 13 1100 REYNOLDS BLVD 4TH FL · WINSTON SALEM, NC 27105 | Contract Administrator | $636,290 |
NEPC, LLC2+ years Filed as: NEPC LLC Service code 16 BOX 4110 · WOBURN, MA 018884110 | Consulting | $108,700 |
Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $41,400 |
ADAMS ADDRESSING ASSOCIATES2+ years Service code 27 39 FARINELLA DR · EAST HANOVER, NJ 07936 | Advisory (Plan) | $14,594 |
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 | $28,145 | $43,110-34.7% | $156,549-82.0% | $65,292-56.9% |
| Participation rate | 90.3% | 69.3%+20.9pp | 84.0%+6.2pp | 72.4%+17.8pp |
| Annual return | 13.76% | 11.24%+2.5pp | 32.23%-18.5pp | 11.84%+1.9pp |
| Employer contribution / active EE | $3,959 | $1,702+132.7% | $5,501-28.0% | $2,302+72.0% |
| Participant deferral / active EE | $4,457 | $2,520+76.9% | $4,871-8.5% | $3,579+24.6% |
| Admin fee / account holder | $14 | $47-71.1% | $13,027-99.9% | $57-76.2% |