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: TOWERS WATSON DELAWARE INC Service code 11 · EIN 53-0181291 | Actuarial | $157,384 |
Filed as: WASHINGTON, PITTMAN MCKEEVER LLC Service code 10 · EIN 36-4189747 | Accounting | $11,630 |
ALIGHT SOLUTIONS LLC1 year Service code 15 · EIN 82-1061233 | Recordkeeping | $5,959 |
EXELON BUSINESS SERVICES CO2 years Service code 14 · EIN 23-3063219 | Plan Administrator | $5,839 |
See 1 actuary disclosure. $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.
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 | $0 | $4,834-100.0% | $9,655,338-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 33.3%-33.3pp | 7.4%-7.4pp | 11.3%-11.3pp |
| Annual return | 6.44% | 8.53%-2.1pp | 11.12%-4.7pp | 10.41%-4.0pp |
| Employer contribution / active EE | $8,669 | $17,436-50.3% | $22,651-61.7% | $14,691-41.0% |
| Participant deferral / active EE | $0 | $239-100.0% | $198-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $11,864-100.0% | $57,986-100.0% | $2,646-100.0% |