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 Service code 16 · EIN 22-2232264 | Consulting | $314,824 |
THE BANK OF NEW YORK MELLON5 years Filed as: BANK OF NEW YORK MELLON Service code 18 · EIN 13-5160382 | Custodial (other than securities); Di... | $36,052 |
MALONEY & NOVOTNY LLC3 years Filed as: MALONEY NOVOTNY LLC Service code 10 · EIN 34-0677006 | Accounting | $16,600 |
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 | $282,865-100.0% | $331,632-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 48.3%-48.3pp | 12.4%-12.4pp |
| Annual return | -0.61% | 9.54%-10.2pp | 10.59%-11.2pp | 9.89%-10.5pp |
| Employer contribution / active EE | $41,071 | $20,687+98.5% | $43,976-6.6% | $14,313+186.9% |
| Participant deferral / active EE | $0 | $195-100.0% | $166-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $9,084-100.0% | $25,063-100.0% | $9,084-100.0% |