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 7-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 Filed as: AON INVESTMENTS USA INC Service code 17 · EIN 36-3109431 | Pension Consulting | $929,955 |
NORTHERN TRUST COMPANY7+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $44,905 |
STATE STREET GLOBAL ADVISORS5 years Filed as: STATE STREET RESEARCH & MANAGEMENT Service code 28 · EIN 13-3142135 | Investment Management | $10,155 |
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 | $0 | - | - |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 0.74% | 3.60%-2.9pp | 4.95%-4.2pp | 8.76%-8.0pp |
| Employer contribution / active EE | $30,442 | $20,793+46.4% | $20,917+45.5% | $16,627+83.1% |
| Participant deferral / active EE | $0 | $598-100.0% | $188-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |