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 CONSULTING9 years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $545,537 |
IVINS, PHILLIPS & BARKER5 years Filed as: IVINS, PHILLIPS & BARKER CHTD Service code 29 · EIN 52-1229560 | Legal | $86,198 |
DELOITTE & TOUCHE LLP3 years Service code 10 · EIN 13-3891517 | Accounting | $26,229 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $52,198-100.0% | $3,219,907-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 11.0%-11.0pp | 10.0%-10.0pp | 11.0%-11.0pp |
| Annual return | 1.64% | 8.23%-6.6pp | 3.48%-1.8pp | 8.23%-6.6pp |
| Employer contribution / active EE | $22,789 | $13,859+64.4% | $31,972-28.7% | $13,859+64.4% |
| Participant deferral / active EE | $0 | $61-100.0% | $83-100.0% | $61-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $0 | $1,652-100.0% |