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 |
|---|---|---|
TWG BENEFITS, INC.1+ years Service code 15 400 SKOKIE BLVD SUITE #415 · NORTHBROOK, IL 60062 | Recordkeeping | $1,083 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,457 | $25,723-78.8% | $69,182-92.1% | $55,167-90.1% |
| Participation rate | 34.1% | 39.4%-5.4pp | 55.1%-21.0pp | 69.0%-34.9pp |
| Annual return | 10.97% | 9.56%+1.4pp | -21.93%+32.9pp | 169.23%-158.3pp |
| Employer contribution / active EE | $391 | $480-18.6% | $1,206-67.6% | $1,963-80.1% |
| Participant deferral / active EE | $439 | $963-54.4% | $1,897-76.8% | $3,054-85.6% |
| Admin fee / account holder | $21 | $365-94.3% | $2,697-99.2% | $504-95.9% |