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 |
|---|---|---|
NORTHERN TRUST COMPANY1+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $6,748 |
Filed as: GREAT WEST FINANCIAL Service code 15 · EIN 71-0930784 | Recordkeeping | $4,857 |
AON CONSULTING1+ years Filed as: AON HEWITT ASSOCIATES Service code 28 · EIN 36-2235791 | Investment Management | $3,476 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,923 | $56,629+83.5% | $77,999+33.2% | $55,167+88.4% |
| Participation rate | 100.0% | 73.3%+26.7pp | 75.5%+24.5pp | 69.0%+31.0pp |
| Annual return | 5.16% | 2866.98%-2861.8pp | 425.96%-420.8pp | 169.23%-164.1pp |
| Employer contribution / active EE | $9,089 | $1,723+427.5% | $2,470+268.0% | $1,963+363.1% |
| Participant deferral / active EE | $0 | $2,777-100.0% | $3,497-100.0% | $3,054-100.0% |
| Admin fee / account holder | $17 | $467-96.4% | $5,480-99.7% | $504-96.7% |