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 CONSULTING5 years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $482,323 |
AON CONSULTING2 years Filed as: AON INVESTMENTS, INC. Service code 28 · EIN 36-3109431 | Investment Management | $359,657 |
NORTHERN TRUST COMPANY8+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $65,917 |
Service code 27 · EIN 13-3200244 | Advisory (Plan) | $63,339 |
Filed as: PRUDENTIAL BANK & TRUST COMPANY Service code 23 · EIN 58-0513395 | Direct payment from the plan; Insuran... | $22,053 |
BDO USA, LLP1 year Filed as: BDO USA, P.A. Service code 10 · EIN 13-5381590 | Accounting | $19,177 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $164,233-100.0% | $565,817-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 29.9%-29.9pp | 0.0%0pp |
| Annual return | -23.50% | -12.27%-11.2pp | -8.79%-14.7pp | 2.77%-26.3pp |
| Employer contribution / active EE | $2,699 | $13,732-80.3% | $43,435-93.8% | $15,262-82.3% |
| Participant deferral / active EE | $0 | $0 | $12-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $866-100.0% | $1,015-100.0% |