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 5-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 |
|---|---|---|
Service code 15 · EIN 04-2647786 | Recordkeeping | $2,087,000 |
AON CONSULTING3 years Filed as: AON INVESTMENTS USA INC Service code 27 · EIN 36-3109431 | Advisory (Plan) | $134,000 |
Filed as: RISK STRATEIES CONSULTING, INC. Service code 16 160 FEDERAL STREET · BOSTON, MA 02110 | Consulting | $43,000 |
SEYFARTH SHAW LLP4+ years Service code 29 · EIN 36-2152202 | Legal | $10,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,166 | $73,283+62.6% | $155,509-23.4% | $106,382+12.0% |
| Participation rate | 66.5% | 73.3%-6.7pp | 78.2%-11.6pp | 69.9%-3.3pp |
| Annual return | 15.63% | 15.77%-0.1pp | 64.67%-49.0pp | 17.37%-1.7pp |
| Employer contribution / active EE | $2,072 | $2,247-7.8% | $4,672-55.7% | $3,364-38.4% |
| Participant deferral / active EE | $3,935 | $4,580-14.1% | $5,626-30.1% | $5,569-29.3% |
| Admin fee / account holder | $49 | $56-13.1% | $15,912-99.7% | $79-38.5% |