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 6-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 CONSULTING4 years Filed as: AON Service code 65 · EIN 22-2232264 | Account Maintenance | $275,000 |
GRANT THORNTON LLP3 years Filed as: GRANT THORNTON Service code 10 · EIN 36-6055558 | Accounting | $22,000 |
THE BANK OF NEW YORK MELLON4 years Service code 18 · EIN 13-5156038 | Trustee (bank, trust company, or simi... | $21,000 |
VEDDER PRICE4 years Service code 29 · EIN 36-3254526 | Legal | $9,000 |
DESIGNATION4 years Service code 65 · EIN 36-2784671 | Account Maintenance | $2,000 |
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.
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 | $3,299,877-100.0% | $182,032-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 13.4%-13.4pp | 2.3%-2.3pp |
| Annual return | 8.98% | 7.97%+1.0pp | 7.70%+1.3pp | 37.74%-28.8pp |
| Employer contribution / active EE | $6,920 | $15,841-56.3% | $28,478-75.7% | $15,781-56.2% |
| Participant deferral / active EE | $0 | $476-100.0% | $49-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $51,246-100.0% | $9,287-100.0% |