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 7-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 | $1,628,635 |
AON CONSULTING5 years Filed as: AON INVESTMENTS USA INC. Service code 27 · EIN 36-3109431 | Advisory (Plan) | $128,116 |
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 | $63,406 | $73,283-13.5% | $155,509-59.2% | $106,382-40.4% |
| Participation rate | 94.8% | 73.3%+21.5pp | 78.2%+16.6pp | 69.9%+24.9pp |
| Annual return | 15.42% | 15.77%-0.3pp | 64.67%-49.2pp | 17.37%-2.0pp |
| Employer contribution / active EE | $2,997 | $2,247+33.4% | $4,672-35.8% | $3,364-10.9% |
| Participant deferral / active EE | $5,037 | $4,580+10.0% | $5,626-10.5% | $5,569-9.5% |
| Admin fee / account holder | $39 | $56-29.9% | $15,912-99.8% | $79-50.3% |