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 5-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 CONSULTING2 years Filed as: AON INVESTMENTS USA INC Service code 27 · EIN 36-3109431 | Advisory (Plan) | $141,296 |
Service code 37 · EIN 04-2647786 | Loan Processing | $138,858 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $76,126 |
S.R. SNODGRASS, P.C.1 year Service code 10 · EIN 25-1616561 2009 MACKENZIE WAY · CRANBERRY TOWNSHIP, PA 16066 | Accounting | $40,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,179 | $39,973+33.0% | $79,550-33.1% | $77,904-31.7% |
| Participation rate | 35.5% | 64.6%-29.1pp | 69.5%-34.0pp | 73.7%-38.2pp |
| Annual return | -16.50% | 3.42%-19.9pp | 0.16%-16.7pp | 12.21%-28.7pp |
| Employer contribution / active EE | $847 | $1,088-22.2% | $2,413-64.9% | $2,848-70.3% |
| Participant deferral / active EE | $2,091 | $2,774-24.6% | $3,985-47.5% | $4,806-56.5% |
| Admin fee / account holder | $194 | $113+71.9% | $6,832-97.2% | $133+46.4% |