Filed January 22, 2019
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 6-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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $36,200 |
AON CONSULTING5 years Filed as: AON INVESTMENTS USA INC. Service code 27 · EIN 36-3109431 | Advisory (Plan) | $6,296 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $237,517 | $48,698+387.7% | $93,606+153.7% | $199,593+19.0% |
| Participation rate | 66.9% | 63.5%+3.4pp | 68.7%-1.8pp | 72.0%-5.0pp |
| Annual return | 14.95% | 15.34%-0.4pp | 133.20%-118.3pp | 34.25%-19.3pp |
| Employer contribution / active EE | $3,323 | $1,135+192.8% | $2,420+37.3% | $3,034+9.5% |
| Participant deferral / active EE | $6,520 | $2,817+131.4% | $4,411+47.8% | $5,087+28.2% |
| Admin fee / account holder | $23 | $195-88.1% | $8,285-99.7% | $269-91.4% |