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 |
|---|---|---|
LVBW LLP1 year Filed as: LVBW, LLP Service code 10 · EIN 22-3736025 | Accounting | $6,000 |
Filed as: WILLIS TOWERS WATSON DELAWARE INC. Service code 70 LOCKBOX 28025 · CHICAGO, IL 606731280 | Consulting Fees | $2,418 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $1,648 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,392 | $81,908+31.1% | $90,749+18.3% | $64,808+65.7% |
| Participation rate | 79.7% | 80.5%-0.8pp | 75.7%+4.0pp | 71.5%+8.2pp |
| Annual return | -16.53% | -12.53%-4.0pp | -12.16%-4.4pp | 32.82%-49.3pp |
| Employer contribution / active EE | $3,836 | $3,065+25.2% | $2,921+31.3% | $2,506+53.1% |
| Participant deferral / active EE | $6,025 | $4,840+24.5% | $4,564+32.0% | $4,310+39.8% |
| Admin fee / account holder | $34 | $157-78.3% | $8,445-99.6% | $188-81.8% |