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 CONSULTING4 years Service code 17 · EIN 22-2232264 | Pension Consulting | $294,827 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $249,355 | $105,190+137.1% | $98,907+152.1% | $90,288+176.2% |
| Participation rate | 98.6% | 86.4%+12.2pp | 76.0%+22.6pp | 73.4%+25.2pp |
| Annual return | 20.48% | 18.52%+2.0pp | 196.43%-176.0pp | 53.97%-33.5pp |
| Employer contribution / active EE | $3,643 | $3,831-4.9% | $2,689+35.5% | $2,524+44.3% |
| Participant deferral / active EE | $8,936 | $5,616+59.1% | $4,244+110.6% | $4,232+111.1% |
| Admin fee / account holder | $50 | $97-48.4% | $6,642-99.2% | $114-55.9% |