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 |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $743,211 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON INVESTMENT SERVICES I Service code 99 875 THIRD AVE · NEW YORK, NY 10022 | Other Fees | $115,301 |
Filed as: ORRICK HERRINGTON & SUTCLIFFE LLP Service code 29 405 HOWARD ST · SAN FRANCISCO, CA 94105 | Legal | $95,667 |
COHNREZNICK LLP1+ years Filed as: COHNREZNICK, LLP Service code 10 1212 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Accounting | $40,950 |
PIETRANTONI MENDEZ & ALVAREZ LLC1+ years Service code 29 208 PONCE DE LEON AVE · SAN JUAN, PR 00918 | Legal | $7,972 |
QDRO CONSULTANTS COMPANY, LLC1+ years Filed as: QDRO CONSULTANTS CO LLC Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $4,000 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,304 | $96,381+12.4% | $140,016-22.6% | $73,367+47.6% |
| Participation rate | 88.3% | 90.1%-1.8pp | 87.5%+0.8pp | 69.5%+18.9pp |
| Annual return | -4.08% | -4.30%+0.2pp | 651.12%-655.2pp | 173.45%-177.5pp |
| Employer contribution / active EE | $5,581 | $4,168+33.9% | $5,606-0.4% | $2,499+123.3% |
| Participant deferral / active EE | $9,588 | $6,186+55.0% | $6,927+38.4% | $4,033+137.7% |
| Admin fee / account holder | $62 | $100-37.8% | $10,705-99.4% | $68-9.1% |