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 |
|---|---|---|
Service code 70 · EIN 53-0181291 | Consulting Fees | $3,231 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $1,381 |
WILLIS TOWERS WATSON US LLC2 years Filed as: WILLIS TOWERS WATSON DELAWARE INC. Service code 70 LOCKBOX 28025 · CHICAGO, IL 606731280 | Consulting Fees | $415 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,138 | $84,784+50.0% | $98,439+29.2% | $74,419+70.8% |
| Participation rate | 82.2% | 81.5%+0.7pp | 75.2%+7.1pp | 70.7%+11.5pp |
| Annual return | 14.25% | 20.59%-6.3pp | 21.16%-6.9pp | 34.38%-20.1pp |
| Employer contribution / active EE | $3,629 | $3,364+7.9% | $3,048+19.1% | $2,637+37.6% |
| Participant deferral / active EE | $5,573 | $5,218+6.8% | $4,738+17.6% | $4,528+23.1% |
| Admin fee / account holder | $17 | $204-91.7% | $8,948-99.8% | $348-95.1% |