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 |
|---|---|---|
AON CONSULTING2 years Filed as: AON CONSULTING, INC. Service code 16 · EIN 22-2232264 | Consulting | $222,003 |
AON CONSULTING1 year Filed as: AON INVESTMENT USA INC. Service code 27 · EIN 27-2436452 | Advisory (Plan) | $82,388 |
THE BANK OF NEW YORK MELLON3 years Service code 21 · EIN 13-5160382 | Bank Trustee | $42,518 |
See 1 actuary disclosure. $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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,534,422-100.0% | $353,945-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 20.8%-20.8pp | 1.7%-1.7pp |
| Annual return | 9.09% | 7.62%+1.5pp | 10.57%-1.5pp | 627.08%-618.0pp |
| Employer contribution / active EE | $8,484 | $18,841-55.0% | $29,483-71.2% | $18,824-54.9% |
| Participant deferral / active EE | $0 | $1,564-100.0% | $150-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $6,945-100.0% | $2,009-100.0% | $1,923-100.0% |