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 CONSULTING1 year Filed as: AON INVESTMENTS USA, INC. Service code 27 · EIN 36-3109431 | Advisory (Plan) | $18,891 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$250,009 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $33,723 | $107,662-68.7% | $159,436-78.8% | $106,520-68.3% |
| Participation rate | 60.3% | 69.4%-9.1pp | 82.8%-22.5pp | 71.3%-11.0pp |
| Annual return | 25.65% | 22.17%+3.5pp | 263.57%-237.9pp | 19.28%+6.4pp |
| Employer contribution / active EE | $1,978 | $2,741-27.8% | $4,829-59.0% | $2,840-30.3% |
| Participant deferral / active EE | $6,332 | $6,799-6.9% | $7,352-13.9% | $4,948+28.0% |
| Admin fee / account holder | -$15 | $69-122.1% | $10,799-100.1% | $75-120.3% |