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 CONSULTING2+ years Service code 11 · EIN 22-2232264 100 NORTH MAIN STREET · WINSTON SALEM, NC 27101 | Actuarial | $42,020 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BANK OF AMERICA Service code 26 · EIN 94-1687665 231 S. LASALLE STREET · CHICAGO, IL 60604 | Advisory (Participants) | $32,769 |
LBMC, PC2+ years Service code 10 · EIN 62-1199757 2095 LAKESIDE CENTRE WAY · KNOXVILLE, TN 37922 | Accounting | $10,000 |
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.
Participant contribution per participant 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $84,337-100.0% | $291,448-100.0% | $286,844-100.0% |
| Participation rate | 0.0% | 42.9%-42.9pp | 28.6%-28.6pp | 37.6%-37.6pp |
| Annual return | 24.81% | 5.53%+19.3pp | 6.39%+18.4pp | 9.30%+15.5pp |
| Employer contribution / active EE | $89,421 | $39,799+124.7% | $30,371+194.4% | $43,742+104.4% |
| Participant deferral / active EE | $0 | $7-100.0% | $24-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $8,141-100.0% | $7,637-100.0% | $12,596-100.0% |