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 | $392,001 |
AON CONSULTING2 years Filed as: AON INVESTMENTS USA INC Service code 27 · EIN 36-3109431 | Advisory (Plan) | $63,289 |
415 GROUP2 years Service code 10 · EIN 34-1341400 | Accounting | $26,550 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,745 | $96,188-29.6% | $75,972-10.8% | $99,062-31.6% |
| Participation rate | 50.1% | 72.7%-22.6pp | 69.1%-19.0pp | 71.6%-21.5pp |
| Annual return | 13.06% | 16.48%-3.4pp | 359.55%-346.5pp | 17.66%-4.6pp |
| Employer contribution / active EE | $876 | $3,167-72.3% | $2,685-67.4% | $3,262-73.1% |
| Participant deferral / active EE | $2,969 | $4,842-38.7% | $4,255-30.2% | $5,331-44.3% |
| Admin fee / account holder | $117 | $87+34.6% | $6,467-98.2% | $109+7.8% |