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 CONSULTING3 years Filed as: AON INVESTMENTS USA INC. Service code 16 · EIN 36-3109431 | Consulting | $272,715 |
AON CONSULTING9 years Service code 11 · EIN 22-2232264 | Actuarial | $256,778 |
BLACKROCK4 years Filed as: BLACKROCK FINANCIAL MANAGEMENT, INC Service code 28 · EIN 13-3459661 | Investment Management | $77,248 |
THE BANK OF NEW YORK MELLON8 years Service code 18 · EIN 13-5160382 | Custodial (other than securities); Di... | $53,183 |
FORVIS MAZARS, LLP3 years Service code 10 · EIN 44-0160260 | Accounting | $25,935 |
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 | $36,224-100.0% | $105,290-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.3%-12.3pp | 2.1%-2.1pp |
| Annual return | 8.30% | 5.07%+3.2pp | 52.39%-44.1pp | 9.14%-0.8pp |
| Employer contribution / active EE | $14,045 | $13,307+5.6% | $23,486-40.2% | $19,963-29.6% |
| Participant deferral / active EE | $0 | $0 | $224-100.0% | $919-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | $4,431-100.0% | $200-100.0% |