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 | $1,358,522 |
AON CONSULTING1 year Filed as: AON INVESTMENTS USA INC. Service code 27 · EIN 36-3109431 | Advisory (Plan) | $89,981 |
Form 5500 reported that benefits due were not provided when due.
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 | $55,020 | $66,513-17.3% | $178,490-69.2% | $106,222-48.2% |
| Participation rate | 94.3% | 73.8%+20.5pp | 81.9%+12.4pp | 70.8%+23.5pp |
| Annual return | 17.51% | 21.81%-4.3pp | 151.07%-133.6pp | 21.69%-4.2pp |
| Employer contribution / active EE | $2,760 | $1,776+55.4% | $5,011-44.9% | $2,723+1.3% |
| Participant deferral / active EE | $4,394 | $3,679+19.4% | $5,202-15.5% | $4,600-4.5% |
| Admin fee / account holder | $50 | $53-6.8% | $13,984-99.6% | $78-36.4% |