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 |
|---|---|---|
WILLIS TOWERS WATSON US LLC2 years Service code 70 LOCKBOX 28025 · CHICAGO, IL 606731280 | Consulting Fees | $19,337 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $1,800 |
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 | $143,286 | $85,135+68.3% | $98,907+44.9% | $73,409+95.2% |
| Participation rate | 95.0% | 81.1%+13.8pp | 76.0%+19.0pp | 72.2%+22.8pp |
| Annual return | 16.04% | 19.14%-3.1pp | 196.43%-180.4pp | 59.29%-43.3pp |
| Employer contribution / active EE | $3,458 | $2,721+27.1% | $2,689+28.6% | $2,234+54.8% |
| Participant deferral / active EE | $5,409 | $4,349+24.4% | $4,244+27.4% | $3,805+42.1% |
| Admin fee / account holder | $50 | $139-63.7% | $6,642-99.2% | $158-68.0% |