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 | $1,716,364 |
AON CONSULTING5+ years Filed as: AON HEWITT INVESTMENT CONSULTING, Service code 27 · EIN 36-3109431 | Advisory (Plan) | $90,000 |
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 | $49,533 | $83,057-40.4% | $143,757-65.5% | $89,394-44.6% |
| Participation rate | 94.7% | 74.0%+20.6pp | 80.3%+14.4pp | 71.3%+23.4pp |
| Annual return | -16.17% | -13.97%-2.2pp | -0.04%-16.1pp | -11.89%-4.3pp |
| Employer contribution / active EE | $2,917 | $2,095+39.2% | $4,951-41.1% | $3,022-3.5% |
| Participant deferral / active EE | $4,865 | $4,281+13.7% | $5,637-13.7% | $5,123-5.0% |
| Admin fee / account holder | $51 | $83-38.6% | $14,673-99.7% | $79-35.8% |