Filed April 22, 2022 (most recent of 2 filings on file)
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 Service code 17 · EIN 22-2232264 | Pension Consulting | $266,495 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $212,633 | $96,403+120.6% | $93,606+127.2% | $77,787+173.4% |
| Participation rate | 96.2% | 87.6%+8.6pp | 75.8%+20.4pp | 73.2%+23.0pp |
| Annual return | 12.40% | 39.36%-27.0pp | 32.76%-20.4pp | 32.57%-20.2pp |
| Employer contribution / active EE | $3,415 | $3,616-5.5% | $2,718+25.7% | $2,504+36.4% |
| Participant deferral / active EE | $8,246 | $5,341+54.4% | $4,069+102.7% | $3,967+107.8% |
| Admin fee / account holder | $161 | $90+80.3% | $7,888-98.0% | $100+61.3% |