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 | $1,491,336 |
AON CONSULTING4+ years Filed as: AON HEWITT INVESTMENT CONSULTING, Service code 27 · EIN 36-3109431 | Advisory (Plan) | $120,000 |
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 | $58,199 | $68,062-14.5% | $185,823-68.7% | $106,520-45.4% |
| Participation rate | 94.9% | 75.2%+19.7pp | 81.7%+13.2pp | 71.3%+23.6pp |
| Annual return | 20.23% | 18.20%+2.0pp | 122.05%-101.8pp | 19.28%+0.9pp |
| Employer contribution / active EE | $2,718 | $1,997+36.1% | $5,167-47.4% | $2,840-4.3% |
| Participant deferral / active EE | $4,451 | $3,990+11.5% | $5,568-20.1% | $4,948-10.0% |
| Admin fee / account holder | $47 | $53-10.6% | $16,237-99.7% | $75-36.7% |