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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $351,383 |
AON CONSULTING3 years Filed as: AON INVESTMENTS USA INC Service code 27 · EIN 36-3109431 | Advisory (Plan) | $65,608 |
415 GROUP3 years Service code 10 · EIN 34-1341400 | Accounting | $23,210 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,203 | $117,739-39.5% | $82,389-13.6% | $117,739-39.5% |
| Participation rate | 49.1% | 76.6%-27.6pp | 69.5%-20.5pp | 76.6%-27.6pp |
| Annual return | 15.68% | 17.29%-1.6pp | 28.67%-13.0pp | 17.29%-1.6pp |
| Employer contribution / active EE | $918 | $3,746-75.5% | $2,517-63.5% | $3,746-75.5% |
| Participant deferral / active EE | $2,942 | $6,128-52.0% | $4,155-29.2% | $6,128-52.0% |
| Admin fee / account holder | $102 | $112-9.0% | $7,231-98.6% | $112-9.0% |