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 CONSULTING4 years Service code 11 · EIN 22-2232264 | Actuarial | $406,707 |
AMERICAN FUNDS4 years Filed as: CAPITAL STRATEGIES INVESTMENT GROUP Service code 16 · EIN 26-4789150 | Consulting | $163,767 |
NORTHERN TRUST COMPANY4 years Service code 21 · EIN 36-1561860 | Bank Trustee | $119,869 |
CROWE LLP4 years Service code 10 · EIN 35-0921680 | Accounting | $33,500 |
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.
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 | $3,299,877-100.0% | $182,032-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 13.4%-13.4pp | 2.3%-2.3pp |
| Annual return | 1.98% | 7.97%-6.0pp | 7.70%-5.7pp | 37.74%-35.8pp |
| Employer contribution / active EE | $5,660 | $15,841-64.3% | $28,478-80.1% | $15,781-64.1% |
| Participant deferral / active EE | $0 | $476-100.0% | $49-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $51,246-100.0% | $9,287-100.0% |