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 Service code 11 · EIN 22-2232264 | Actuarial | $75,267 |
AON CONSULTING2 years Filed as: AON INVESTMENTS USA INC Service code 27 · EIN 36-3109431 | Advisory (Plan) | $47,071 |
THE BANK OF NEW YORK MELLON7+ years Service code 18 · EIN 13-5160382 | Trustee (individual); Custodial (othe... | $14,649 |
WITHUMSMITH+BROWN, PC7+ years Filed as: RUBIN BROWN LLP Service code 10 · EIN 43-0765316 | Accounting | $14,100 |
DEGANN CONSULTING, LLC7+ years Service code 16 57 EAST 74TH ST · NEW YORK, NY 10021 | Consulting | $7,600 |
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 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 | 8.93% | 8.91%0pp | 7.32%+1.6pp | 11.84%-2.9pp |
| Employer contribution / active EE | $3,354 | $8,713-61.5% | $23,426-85.7% | $17,339-80.7% |
| 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% |