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 6-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 CONSULTING6+ years Filed as: AON CONSULTING, INC. Service code 16 · EIN 22-2232264 | Consulting | $2,672,897 |
AON CONSULTING4 years Filed as: AON INVESTMENTS USA INC Service code 16 · EIN 36-3109431 | Consulting | $324,375 |
THE BANK OF NEW YORK MELLON5 years Service code 18 · EIN 13-5160382 | Shareholder servicing fees; Float rev... | $129,315 |
Filed as: CANNON FINANCIAL SERVICES Service code 16 · EIN 58-2608124 | Consulting | $106,265 |
PIMCO FUNDS5 years Filed as: PACIFIC INVESTMENT MANAGEMENT Service code 28 · EIN 33-0629048 | Investment Management | $102,195 |
LEGAL & GENERAL INVESTMENT2 years Filed as: LEGAL AND GENERAL INVESTMENT Service code 28 · EIN 20-8058531 | Investment Management | $79,152 |
SMITH, GAMBRELL & RUSSELL, LLP6+ years Filed as: SMITH GAMBRELL & RUSSELL LLP Service code 29 · EIN 58-0967450 | Legal | $37,571 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $425,512-100.0% | $414,698-100.0% | $417,905-100.0% |
| Participation rate | 0.0% | 53.2%-53.2pp | 46.8%-46.8pp | 39.2%-39.2pp |
| Annual return | -7.52% | 8.74%-16.3pp | 8.80%-16.3pp | 13.91%-21.4pp |
| Employer contribution / active EE | $0 | $30,619-100.0% | $29,429-100.0% | $35,282-100.0% |
| Participant deferral / active EE | $0 | $60-100.0% | $58-100.0% | $94-100.0% |
| Admin fee / account holder | $0 | $11,649-100.0% | $10,933-100.0% | $41,846-100.0% |