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 CONSULTING2+ years Filed as: AON Service code 11 · EIN 22-2232264 | Actuarial | $1,178,172 |
Service code 49 · EIN 13-6043636 | Other Services | $974,639 |
PFM ADVISORS2+ years Filed as: PFM ASSET MANAGEMENT Service code 27 · EIN 23-3087064 | Advisory (Plan) | $474,938 |
GROOM LAW GROUP2+ years Service code 29 · EIN 52-1219029 | Legal | $361,810 |
THE BANK OF NEW YORK MELLON2+ years Service code 21 · EIN 13-5160382 | Bank Trustee | $300,680 |
RR DONNELLEY2+ years Filed as: RR DONNELLEY RECEIVABLES, INC. Service code 36 · EIN 52-2125127 | Copying and duplicating; Direct payme... | $205,295 |
THE GAUDA GROUP LLC1 year Service code 49 · EIN 47-1700662 | Other Services | $72,153 |
Service code 10 · EIN 52-1854049 | Accounting | $33,300 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $228,701 | $52,149+338.6% | $122,332+87.0% | $77,958+193.4% |
| Participation rate | 100.0% | 58.6%+41.4pp | 71.6%+28.4pp | 71.6%+28.4pp |
| Annual return | 13.93% | 17.75%-3.8pp | 30.27%-16.3pp | 20.87%-6.9pp |
| Employer contribution / active EE | $19,891 | $1,750+1036.9% | $4,050+391.1% | $2,310+760.9% |
| Participant deferral / active EE | $17,770 | $2,114+740.4% | $3,287+440.6% | $3,537+402.5% |
| Admin fee / account holder | $400 | $93+328.7% | $5,478-92.7% | $97+310.2% |