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 |
|---|---|---|
AON CONSULTING1+ years Filed as: AON HEWITT Service code 15 · EIN 36-2235791 | Recordkeeping | $1,428,922 |
ERNST & YOUNG LLP1+ years Filed as: ERNST AND YOUNG LLP Service code 10 · EIN 34-6565596 | Accounting | $138,100 |
NORTHERN TRUST COMPANY1+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $135,271 |
Filed as: MERRILL COMMUNICATIONS LLC Service code 14 · EIN 41-2007271 | Plan Administrator | $103,315 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: WATSON WYATT INVESTMENT CONSULTING Service code 11 · EIN 53-0181291 | Actuarial | $8,081 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $166,770 | $69,651+139.4% | $75,781+120.1% | $69,651+139.4% |
| Participation rate | 65.5% | 66.6%-1.0pp | 75.8%-10.3pp | 66.6%-1.0pp |
| Annual return | 2.00% | 53.77%-51.8pp | 9.68%-7.7pp | 53.77%-51.8pp |
| Employer contribution / active EE | $6,137 | $2,241+173.9% | $3,323+84.7% | $2,241+173.9% |
| Participant deferral / active EE | $6,116 | $3,635+68.2% | $3,651+67.5% | $3,635+68.2% |
| Admin fee / account holder | $98 | $63+54.2% | $5,299-98.2% | $63+54.2% |