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 CONSULTING8 years Service code 11 · EIN 22-2232264 | Actuarial | $87,300 |
NORTHERN TRUST COMPANY5 years Filed as: NORTHERN TRUST INV. INC. Service code 27 · EIN 36-3608252 | Advisory (Plan) | $85,822 |
BLACKROCK7 years Service code 15 · EIN 94-3112180 | Recordkeeping | $29,971 |
NORTHERN TRUST COMPANY10+ years Service code 13 · EIN 36-1561860 | Contract Administrator | $20,000 |
RSM US LLP10+ years Service code 10 · EIN 42-0714325 | Accounting | $19,500 |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $52,198-100.0% | $458,700-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 39.9%-39.9pp | 11.0%-11.0pp |
| Annual return | -0.53% | 8.04%-8.6pp | 8.57%-9.1pp | 8.23%-8.8pp |
| Employer contribution / active EE | $0 | $8,285-100.0% | $33,010-100.0% | $13,859-100.0% |
| Participant deferral / active EE | $0 | $0 | $8-100.0% | $61-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $33,172-100.0% | $1,652-100.0% |