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 |
|---|---|---|
TWG BENEFITS, INC.3 years Service code 15 400 SKOKIE BLVD., SUITE 415 · NORTHBROOK, IL 60062 | Recordkeeping | $46,525 |
Filed as: MID ATLANTIC TRUST COMPANY Service code 19 1251 WATERFRONT PLACE, SUITE 525 · PITTSBURGH, PA 152224236 | Securities Custodian | $3,402 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,244 | $69,515-36.4% | $86,874-49.1% | $85,850-48.5% |
| Participation rate | 98.7% | 66.3%+32.4pp | 71.6%+27.1pp | 69.3%+29.4pp |
| Annual return | 18.66% | 20.12%-1.5pp | 63.52%-44.9pp | 318.53%-299.9pp |
| Employer contribution / active EE | $223 | $1,880-88.1% | $2,495-91.0% | $2,565-91.3% |
| Participant deferral / active EE | $1,202 | $2,919-58.8% | $3,699-67.5% | $3,952-69.6% |
| Admin fee / account holder | $509 | $5,972-91.5% | $5,828-91.3% | $6,260-91.9% |