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 CONSULTING4 years Filed as: AON CONSULTING INC. Service code 11 · EIN 22-2232264 | Actuarial | $103,259 |
IVINS, PHILLIPS & BARKER5+ years Filed as: IVINS, PHILLIPS AND BARKER, CHTD Service code 29 · EIN 52-1229560 | Legal | $47,271 |
KPMG LLP5+ years Service code 10 · EIN 13-5565207 | Accounting | $30,500 |
STATE STREET GLOBAL ADVISORS4 years Filed as: STATE STREET BANK & TRUST Service code 15 · EIN 04-1867445 | Recordkeeping | $8,900 |
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 | $58,463-100.0% | $133,543,011-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 1.8%-1.8pp | 8.0%-8.0pp | 13.0%-13.0pp |
| Annual return | 15.83% | 12.80%+3.0pp | 29.77%-13.9pp | 13.59%+2.2pp |
| Employer contribution / active EE | $15,582 | $11,862+31.4% | $33,607-53.6% | $14,592+6.8% |
| Participant deferral / active EE | $0 | $86-100.0% | $96-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $325-100.0% | $835,310-100.0% | $29,657-100.0% |