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 7-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 |
|---|---|---|
Filed as: FIDELITY INV INST OP CO LLC Service code 37 · EIN 04-2647786 | Loan Processing | $178,048 |
WILLIS TOWERS WATSON US LLC5 years Service code 16 · EIN 53-0181291 | Consulting | $134,420 |
WILLIS TOWERS WATSON US LLC2 years Filed as: TOWERS WATSON INV SERVICES INC Service code 16 · EIN 52-1868818 | Consulting | $75,000 |
RSM US LLP7+ years Service code 10 · EIN 42-0714325 | Accounting | $27,615 |
Filed as: FIDELITY INV. INST. OP. CO., INC. Service code 60 | Sub-TA Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,951 | $110,299+31.4% | $102,423+41.5% | $199,593-27.4% |
| Participation rate | 90.5% | 86.3%+4.2pp | 76.5%+14.0pp | 72.0%+18.5pp |
| Annual return | 30.85% | 35.73%-4.9pp | 29.32%+1.5pp | 34.25%-3.4pp |
| Employer contribution / active EE | $6,152 | $3,603+70.7% | $3,023+103.5% | $3,034+102.8% |
| Participant deferral / active EE | $7,343 | $6,376+15.2% | $5,053+45.3% | $5,087+44.4% |
| Admin fee / account holder | $173 | $122+41.3% | $9,451-98.2% | $269-35.7% |