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 6-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 37 · EIN 04-2647786 | Loan Processing | $81,096 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $50,000 |
Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 27 · EIN 52-1868818 | Advisory (Plan) | $10,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,341 | $95,274-27.2% | $135,903-49.0% | $74,419-6.8% |
| Participation rate | 84.1% | 78.2%+5.9pp | 81.9%+2.2pp | 70.7%+13.3pp |
| Annual return | 21.91% | 32.77%-10.9pp | 68.23%-46.3pp | 34.38%-12.5pp |
| Employer contribution / active EE | $3,533 | $3,874-8.8% | $4,856-27.2% | $2,637+34.0% |
| Participant deferral / active EE | $8,535 | $7,782+9.7% | $7,758+10.0% | $4,528+88.5% |
| Admin fee / account holder | $141 | $266-47.0% | $10,762-98.7% | $348-59.5% |