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 | $751,273 |
WILLIS TOWERS WATSON US LLC3+ years Filed as: TOWERS WATSON INVESTMENT SERVICES I Service code 99 875 THIRD AVE · NEW YORK, NY 10022 | Other Fees | $163,097 |
Filed as: ORRICK HERRINGTON & SUTCLIFFE LLP Service code 29 405 HOWARD ST · SAN FRANCISCO, CA 94105 | Legal | $147,743 |
COHNREZNICK LLP3+ years Filed as: COHNREZNICK, LLP Service code 10 1212 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Accounting | $43,500 |
QDRO CONSULTANTS COMPANY, LLC3+ years Filed as: QDRO CONSULTANTS CO LLC Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $3,600 |
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 | $153,508 | $139,268+10.2% | $177,821-13.7% | $106,222+44.5% |
| Participation rate | 89.9% | 91.6%-1.6pp | 87.7%+2.2pp | 70.8%+19.1pp |
| Annual return | 15.06% | 17.20%-2.1pp | 48.32%-33.3pp | 21.69%-6.6pp |
| Employer contribution / active EE | $7,371 | $4,832+52.5% | $5,918+24.6% | $2,723+170.7% |
| Participant deferral / active EE | $11,154 | $7,227+54.3% | $7,714+44.6% | $4,600+142.5% |
| Admin fee / account holder | $68 | $97-30.1% | $12,427-99.5% | $78-13.6% |