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 | $17,111 |
LVBW LLP3 years Filed as: LVBW, LLP Service code 10 · EIN 22-3736025 | Accounting | $16,800 |
WILLIS TOWERS WATSON US LLC2 years Service code 70 · EIN 53-0181291 | Consulting Fees | $2,632 |
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $1,484 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,146 | $92,055+54.4% | $106,213+33.8% | $77,643+83.1% |
| Participation rate | 82.2% | 81.0%+1.2pp | 75.3%+6.9pp | 70.6%+11.6pp |
| Annual return | 18.88% | 17.91%+1.0pp | 116.14%-97.3pp | 31.24%-12.4pp |
| Employer contribution / active EE | $4,013 | $3,367+19.2% | $3,171+26.5% | $2,726+47.2% |
| Participant deferral / active EE | $6,175 | $5,386+14.7% | $5,016+23.1% | $4,647+32.9% |
| Admin fee / account holder | $125 | $219-42.9% | $11,033-98.9% | $430-70.9% |