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 CONSULTING1+ years Service code 11 · EIN 22-2232264 | Actuarial | $142,834 |
DEGANN CONSULTING, LLC1+ years Service code 17 57 EAST 74TH ST. · NEW YORK, NY 10021 | Pension Consulting | $33,763 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF NY MELLON Service code 21 · EIN 84-0856796 | Bank Trustee | $15,923 |
RUBINBROWN LLP1+ years Filed as: RUBINBROWN Service code 10 · EIN 84-0856796 | Accounting | $15,900 |
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 | $49,677-100.0% | $151,941-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 3.6%-3.6pp |
| Annual return | 8.67% | 16.85%-8.2pp | 5.44%+3.2pp | 11.88%-3.2pp |
| Employer contribution / active EE | $8,562 | $10,313-17.0% | $25,481-66.4% | $14,612-41.4% |
| Participant deferral / active EE | $0 | $445-100.0% | $65-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $11,765-100.0% | $637-100.0% |