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 36-2235791 | Actuarial | $172,056 |
THE VANGUARD GROUP, INC.9+ years Service code 21 · EIN 23-1945930 | Bank Trustee | $146,893 |
Filed as: PARAMETRIC PORTFOLIO ASSOCIATES Service code 27 800 FIFTH AVENUE · SEATTLE, WA 98104 | Advisory (Plan) | $12,870 |
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 | $282,865-100.0% | $191,373-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 12.4%-12.4pp |
| Annual return | 8.49% | 11.14%-2.7pp | 8.46%0pp | 9.89%-1.4pp |
| Employer contribution / active EE | $24,096 | $16,887+42.7% | $25,175-4.3% | $14,313+68.4% |
| Participant deferral / active EE | $0 | $276-100.0% | $181-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $9,084-100.0% | $730-100.0% | $9,084-100.0% |