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 CONSULTING6+ years Filed as: AON CONSULTING, INC. Service code 10 · EIN 22-2232264 | Accounting | $18,512 |
FIDUCIENT ADVISORS LLC1 year Filed as: FIDUCIENT ADVISORS Service code 26 500 W. MADISON STREET, SUITE 1700 · CHICAGO, IL 60661 | Advisory (Participants) | $15,000 |
RSM US LLP6+ years Service code 10 · EIN 42-0714325 | Accounting | $12,000 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $1,889,152-100.0% | $477,209-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 4.3%-4.3pp | 10.2%-10.2pp | 13.5%-13.5pp |
| Annual return | 8.96% | 9.93%-1.0pp | -2.84%+11.8pp | 9.29%-0.3pp |
| Employer contribution / active EE | $6,063 | $11,565-47.6% | $33,329-81.8% | $15,168-60.0% |
| Participant deferral / active EE | $0 | $67-100.0% | $51-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $94-100.0% | $2,475-100.0% | $2,037-100.0% |