Filed October 10, 2017
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 9-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 CONSULTING1 year Filed as: AON CONSULTING, INC Service code 70 · EIN 22-2232264 | Consulting Fees | $60,078 |
Service code 37 · EIN 04-2647786 | Loan Processing | $41,654 |
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $38,165 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $180,865 | $79,519+127.4% | $95,952+88.5% | $73,409+146.4% |
| Participation rate | 98.3% | 81.2%+17.1pp | 77.1%+21.2pp | 72.2%+26.1pp |
| Annual return | 15.98% | 19.20%-3.2pp | 91.61%-75.6pp | 59.29%-43.3pp |
| Employer contribution / active EE | $2,798 | $2,048+36.6% | $2,541+10.1% | $2,234+25.3% |
| Participant deferral / active EE | $7,883 | $4,138+90.5% | $4,167+89.2% | $3,805+107.2% |
| Admin fee / account holder | $299 | $184+62.2% | $6,795-95.6% | $158+89.3% |