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 Filed as: WILLIS TOWERS WATSON DELAWARE INC. Service code 70 LOCKBOX 28025 · CHICAGO, IL 606731280 | Consulting Fees | $16,251 |
Service code 70 · EIN 20-4798483 | Consulting Fees | $10,000 |
LVBW LLP1 year Filed as: LVBW, LLP Service code 10 · EIN 22-3736025 | Accounting | $6,000 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $2,176 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,556 | $81,908+57.0% | $90,749+41.7% | $64,808+98.4% |
| Participation rate | 95.2% | 80.5%+14.7pp | 75.7%+19.5pp | 71.5%+23.7pp |
| Annual return | -10.70% | -12.53%+1.8pp | -12.16%+1.5pp | 32.82%-43.5pp |
| Employer contribution / active EE | $3,750 | $3,065+22.4% | $2,921+28.4% | $2,506+49.7% |
| Participant deferral / active EE | $6,082 | $4,840+25.7% | $4,564+33.3% | $4,310+41.1% |
| Admin fee / account holder | $67 | $157-57.5% | $8,445-99.2% | $188-64.4% |