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 CONSULTING3 years Filed as: AON CONSULTING INC. Service code 11 · EIN 22-2232264 | Actuarial | $179,643 |
STATE STREET GLOBAL ADVISORS3 years Filed as: STATE STREET BANK & TRUST Service code 15 · EIN 04-1867445 | Recordkeeping | $13,724 |
IVINS, PHILLIPS & BARKER4+ years Filed as: IVINS, PHILLIPS AND BARKER, CHTD Service code 29 · EIN 52-1229560 | Legal | $11,911 |
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.
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 | $48,087-100.0% | $157,466-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 2.1%-2.1pp | 11.9%-11.9pp | 14.6%-14.6pp |
| Annual return | -6.09% | -2.83%-3.3pp | 12.68%-18.8pp | 10.56%-16.7pp |
| Employer contribution / active EE | $8,462 | $11,770-28.1% | $22,860-63.0% | $13,643-38.0% |
| Participant deferral / active EE | $0 | $39-100.0% | $123-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $1,275-100.0% | $2,825-100.0% | $3,354-100.0% |