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 | $275,267 |
AON CONSULTING1 year Filed as: AON INVESTMENTS, INC. Service code 28 · EIN 36-3109431 | Investment Management | $272,115 |
NORTHERN TRUST COMPANY7+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $164,949 |
Service code 27 · EIN 13-3200244 | Advisory (Plan) | $40,138 |
AETNA LIFE INSURANCE COMPANY7+ years Service code 23 · EIN 06-6033492 | Insurance services; Direct payment fr... | $32,373 |
BDO USA, LLP2 years Service code 10 · EIN 13-5381590 | Accounting | $24,393 |
Filed as: PRUDENTIAL BANK & TRUST COMPANY Service code 23 · EIN 58-0513395 | Direct payment from the plan; Insuran... | $15,068 |
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 | $67,261-100.0% | $220,551-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 8.7%-8.7pp | 3.6%-3.6pp |
| Annual return | 5.36% | 8.91%-3.5pp | 7.32%-2.0pp | 11.84%-6.5pp |
| Employer contribution / active EE | $17,544 | $8,713+101.4% | $23,426-25.1% | $17,339+1.2% |
| Participant deferral / active EE | $0 | $675-100.0% | $107-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $892-100.0% | $9,522-100.0% | $409-100.0% |