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 CONSULTING7 years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $358,492 |
NORTHERN TRUST COMPANY10+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $178,583 |
AON CONSULTING4 years Filed as: AON INVESTMENTS, INC. Service code 28 · EIN 36-3109431 | Investment Management | $176,010 |
WILLIS TOWERS WATSON US LLC2 years Filed as: WILLIS TOWERS WATSON Service code 17 · EIN 53-0181291 | Pension Consulting | $175,760 |
Service code 27 · EIN 13-3200244 | Advisory (Plan) | $51,505 |
BDO USA, LLP2 years Filed as: BDO USA, P.C. Service code 10 · EIN 13-5381590 | Accounting | $37,698 |
AETNA LIFE INSURANCE COMPANY10+ years Service code 23 · EIN 06-6033492 | Insurance services; Direct payment fr... | $28,144 |
Filed as: PRUDENTIAL BANK & TRUST COMPANY Service code 23 · EIN 58-0513395 | Direct payment from the plan; Investm... | $23,268 |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $110,547-100.0% | $102,492-100.0% | $338,187-100.0% |
| Participation rate | 0.0% | 17.2%-17.2pp | 12.2%-12.2pp | 44.0%-44.0pp |
| Annual return | 3.51% | 3.51%0pp | 5.17%-1.7pp | 13.05%-9.5pp |
| Employer contribution / active EE | $0 | $33,893-100.0% | $26,422-100.0% | $37,639-100.0% |
| Participant deferral / active EE | $0 | $43-100.0% | $78-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $22,109-100.0% | $16,625-100.0% | $30,864-100.0% |