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 10-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 15 · EIN 22-2232264 | Recordkeeping | $107,403 |
AON CONSULTING1+ years Filed as: AON CONSULTING, INC. NJ Service code 16 · EIN 22-2232264 | Consulting | $50,989 |
AON CONSULTING1+ years Filed as: AON HEWITT INVESTMENT CONSULTING, I Service code 27 · EIN 22-2232264 | Advisory (Plan) | $13,748 |
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 | $74,200 | $37,117+99.9% | $147,614-49.7% | $55,191+34.4% |
| Participation rate | 96.5% | 63.6%+32.8pp | 84.6%+11.8pp | 69.2%+27.3pp |
| Annual return | 0.18% | 3.44%-3.3pp | 61.98%-61.8pp | 10.78%-10.6pp |
| Employer contribution / active EE | $2,796 | $1,620+72.6% | $5,564-49.7% | $1,899+47.3% |
| Participant deferral / active EE | $8,490 | $1,985+327.6% | $4,895+73.4% | $3,046+178.7% |
| Admin fee / account holder | $195 | $86+128.0% | $11,611-98.3% | $91+114.9% |