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 CONSULTING3 years Service code 11 · EIN 22-2232264 | Actuarial | $589,401 |
NORTHERN TRUST COMPANY3 years Service code 21 · EIN 36-1561860 | Bank Trustee | $123,804 |
AMERICAN FUNDS3 years Filed as: CAPITAL STRATEGIES INVESTMENT GROUP Service code 16 · EIN 26-4789150 | Consulting | $108,775 |
SEYFARTH SHAW LLP1 year Service code 29 · EIN 36-2152202 | Legal | $55,870 |
CROWE LLP3 years Service code 10 · EIN 35-0921680 | Accounting | $47,425 |
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.
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% | $213,834-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.3%-12.3pp | 0.0%0pp |
| Annual return | -13.66% | 1.88%-15.5pp | -5.16%-8.5pp | 2.77%-16.4pp |
| Employer contribution / active EE | $4,355 | $8,732-50.1% | $31,020-86.0% | $15,262-71.5% |
| Participant deferral / active EE | $0 | $482-100.0% | $101-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $2,852-100.0% | $1,015-100.0% |