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: TOWERS WATSON INVESTMENT SERVICES Service code 27 · EIN 52-1858818 | Advisory (Plan) | $25,301 |
Filed as: KESTRA INVESTMENT SERVICES LLC. Service code 27 233 SOUTH WACKER DR · CHICAGO, IL 60606 | Advisory (Plan) | $23,178 |
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $21,705 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,092 | $55,415+75.2% | $155,509-37.6% | $74,495+30.3% |
| Participation rate | 98.6% | 61.9%+36.7pp | 78.2%+20.4pp | 67.2%+31.4pp |
| Annual return | 14.82% | 268.50%-253.7pp | 64.67%-49.8pp | 1364.94%-1350.1pp |
| Employer contribution / active EE | $2,539 | $2,267+12.0% | $4,672-45.7% | $2,623-3.2% |
| Participant deferral / active EE | $4,247 | $2,836+49.7% | $5,626-24.5% | $4,346-2.3% |
| Admin fee / account holder | $326 | $1,738-81.2% | $15,912-97.9% | $1,942-83.2% |