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 CONSULTING8+ years Filed as: AON CONSULTING, INC. Service code 11 · EIN 23-2293237 | Actuarial | $115,059 |
THE BANK OF NEW YORK MELLON2 years Filed as: BANK OF AMERICA Service code 28 100 NORTH TRYON STREET · CHARLOTTE, NC 28255 | Investment Management | $53,676 |
LPL FINANCIAL4 years Service code 16 75 STATE STREET, 22ND FLOOR · BOSTON, MA 02109 | Consulting | $30,975 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO BANK N.A. Service code 21 · EIN 94-1347393 | Bank Trustee | $21,465 |
RSM US LLP2 years Service code 10 · EIN 42-0714325 | Accounting | $12,500 |
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 | $46,984-100.0% | $75,030-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.9%-5.9pp | 5.6%-5.6pp |
| Annual return | -18.82% | -5.85%-13.0pp | -2.63%-16.2pp | 39.77%-58.6pp |
| Employer contribution / active EE | $21,283 | $11,714+81.7% | $29,884-28.8% | $19,959+6.6% |
| Participant deferral / active EE | $0 | $18-100.0% | $8-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $838-100.0% | $62-100.0% |