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 CONSULTING6+ years Service code 11 · EIN 22-2232264 | Actuarial | $70,971 |
AON CONSULTING1 year Filed as: AON INVESTMENTS USA INC Service code 27 · EIN 27-2436452 | Advisory (Plan) | $41,850 |
THE BANK OF NEW YORK MELLON6+ years Service code 18 · EIN 13-5160382 | Float revenue; Investment management ... | $18,410 |
DEGANN CONSULTING, LLC6+ years Service code 16 57 EAST 74TH ST · NEW YORK, NY 10021 | Consulting | $14,600 |
WITHUMSMITH+BROWN, PC6+ years Filed as: RUBIN BROWN LLP Service code 10 · EIN 43-0765316 | Accounting | $13,900 |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $409,661-100.0% | $477,209-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.2%-10.2pp | 1.7%-1.7pp |
| Annual return | 12.25% | 10.60%+1.7pp | -2.84%+15.1pp | 627.08%-614.8pp |
| Employer contribution / active EE | $11,349 | $19,729-42.5% | $33,329-65.9% | $18,824-39.7% |
| Participant deferral / active EE | $0 | $349-100.0% | $51-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $2,475-100.0% | $1,923-100.0% |