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 | $199,910 |
THE BANK OF NEW YORK MELLON3 years Filed as: BANK OF NEW YORK MELLON Service code 15 · EIN 13-5160382 | Recordkeeping | $36,346 |
MALONEY & NOVOTNY LLC1 year Filed as: MALONEY NOVOTNY LLC Service code 16 · EIN 34-0677006 | Consulting | $29,115 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $95,044-100.0% | $397,815-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.6%-33.6pp | 8.4%-8.4pp |
| Annual return | 10.70% | 9.66%+1.0pp | 9.74%+1.0pp | 18.34%-7.6pp |
| Employer contribution / active EE | $11,533 | $13,864-16.8% | $39,474-70.8% | $14,665-21.4% |
| Participant deferral / active EE | $0 | $0 | $135-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $9,141-100.0% | $10,161-100.0% | $9,141-100.0% |