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 LLC4 years Filed as: WILLIS TOWERS WATSON DELAWARE INC. Service code 70 LOCKBOX 28025 · CHICAGO, IL 606731280 | Consulting Fees | $21,137 |
WILLIS TOWERS WATSON US LLC6 years Service code 70 · EIN 53-0181291 | Consulting Fees | $18,332 |
LVBW LLP3 years Filed as: LVBW, LLP Service code 70 · EIN 22-3736025 | Consulting Fees | $16,800 |
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $2,841 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,903 | $92,055+86.7% | $106,213+61.8% | $77,643+121.4% |
| Participation rate | 93.6% | 81.0%+12.6pp | 75.3%+18.4pp | 70.6%+23.1pp |
| Annual return | 25.71% | 17.91%+7.8pp | 116.14%-90.4pp | 31.24%-5.5pp |
| Employer contribution / active EE | $4,034 | $3,367+19.8% | $3,171+27.2% | $2,726+48.0% |
| Participant deferral / active EE | $6,613 | $5,386+22.8% | $5,016+31.8% | $4,647+42.3% |
| Admin fee / account holder | $112 | $219-48.8% | $11,033-99.0% | $430-73.9% |