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 |
|---|---|---|
Filed as: WILLIS TOWERS WATSON DELAWARE INC. Service code 70 LOCKBOX 28025 · CHICAGO, IL 606731280 | Consulting Fees | $19,602 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $2,150 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,364 | $93,131+64.7% | $106,548+43.9% | $86,799+76.7% |
| Participation rate | 95.5% | 81.4%+14.1pp | 76.1%+19.4pp | 72.3%+23.2pp |
| Annual return | 13.96% | 19.45%-5.5pp | 26.80%-12.8pp | 97.91%-83.9pp |
| Employer contribution / active EE | $3,718 | $2,895+28.4% | $2,819+31.9% | $2,405+54.6% |
| Participant deferral / active EE | $6,943 | $4,708+47.5% | $4,398+57.9% | $4,131+68.1% |
| Admin fee / account holder | $48 | $145-66.9% | $7,407-99.4% | $170-71.7% |