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 |
|---|---|---|
BLACKROCK1 year Filed as: BLACKROCK FINANCIAL MANAGEMENT, INC Service code 28 40 EAST 52 STREET · NEW YORK, NY 100225911 | Investment Management | $299,380 |
AON CONSULTING6 years Service code 11 39584 TREASURY CENTER · CHICAGO, IL 606949500 | Actuarial | $223,735 |
BLACKROCK1 year Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 28 · EIN 94-6450621 | Investment Management | $206,648 |
AON CONSULTING1 year Filed as: AON INVESTMENT USA INC Service code 16 · EIN 36-3109431 | Consulting | $67,675 |
THE BANK OF NEW YORK MELLON5 years Service code 18 · EIN 13-5160382 | Custodial (other than securities); Di... | $51,024 |
BKD, LLP1 year Filed as: DIXON HUGHES GOODMAN LLP Service code 10 · EIN 56-0747981 | Accounting | $31,000 |
STOEL RIVES LLP2 years Service code 29 · EIN 93-0408771 | Legal | $30,776 |
FORVIS MAZARS, LLP1 year Filed as: FORVIS LLP Service code 10 · EIN 44-0160260 | Accounting | $22,000 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $46,984-100.0% | $213,834-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.3%-12.3pp | 5.6%-5.6pp |
| Annual return | -24.74% | -15.55%-9.2pp | -5.16%-19.6pp | 39.77%-64.5pp |
| Employer contribution / active EE | $0 | $14,317-100.0% | $31,020-100.0% | $19,959-100.0% |
| Participant deferral / active EE | $0 | $817-100.0% | $101-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $2,852-100.0% | $62-100.0% |