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 LLC5 years Service code 27 ONE PPG PLACE, SUITE 600 · PITTSBURGH, PA 15222 | Advisory (Plan) | $162,808 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $75,463 |
WILLIS TOWERS WATSON US LLC2 years Filed as: TOWERS WATSON INVESTMENT SERVICES I Service code 99 LOCKBOX 28025 · CHICAGO, IL 60673 | Other Fees | -$14,594 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,590 | $110,299+18.4% | $102,423+27.5% | $199,593-34.6% |
| Participation rate | 80.3% | 86.3%-5.9pp | 76.5%+3.8pp | 72.0%+8.4pp |
| Annual return | 16.50% | 35.73%-19.2pp | 29.32%-12.8pp | 34.25%-17.8pp |
| Employer contribution / active EE | $3,310 | $3,603-8.1% | $3,023+9.5% | $3,034+9.1% |
| Participant deferral / active EE | $6,167 | $6,376-3.3% | $5,053+22.1% | $5,087+21.2% |
| Admin fee / account holder | $133 | $122+8.9% | $9,451-98.6% | $269-50.5% |