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 CONSULTING7 years Service code 16 · EIN 22-2232264 | Consulting | $618,037 |
THE BANK OF NEW YORK MELLON7 years Filed as: BANK OF NEW YORK MELLON Service code 18 · EIN 13-5160382 | Custodial (other than securities); Di... | $39,956 |
MALONEY & NOVOTNY LLC1 year Filed as: MALONEY AND NOVOTNY Service code 10 · EIN 34-0677006 | Accounting | $13,000 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $440,923-100.0% | $440,923-100.0% | $417,905-100.0% |
| Participation rate | 0.0% | 57.1%-57.1pp | 40.0%-40.0pp | 39.2%-39.2pp |
| Annual return | -0.52% | 7.79%-8.3pp | 8.94%-9.5pp | 13.91%-14.4pp |
| Employer contribution / active EE | $0 | $39,379-100.0% | $36,999-100.0% | $35,282-100.0% |
| Participant deferral / active EE | $0 | $0 | $1-100.0% | $94-100.0% |
| Admin fee / account holder | $0 | $2,072-100.0% | $2,072-100.0% | $41,846-100.0% |