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 9-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 RETIREMENT PLAN ADVISORS Service code 99 · EIN 04-3820844 | Other Fees | $62,437 |
Filed as: YOUNT, HYDE & BARBOUR Service code 10 · EIN 54-1149263 | Accounting | $12,400 |
AON CONSULTING2+ years Filed as: AON CONSULTING, INC. NJ Service code 99 · EIN 22-2232264 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,063 | $39,859+58.2% | $78,689-19.9% | $57,658+9.4% |
| Participation rate | 45.0% | 66.1%-21.1pp | 73.6%-28.5pp | 70.2%-25.2pp |
| Annual return | 4.24% | 18.96%-14.7pp | 62.18%-57.9pp | 5.13%-0.9pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,851-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $4,058 | $2,248+80.5% | $3,517+15.4% | $3,061+32.6% |
| Admin fee / account holder | $51 | $76-33.0% | $4,510-98.9% | $95-46.0% |