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 5-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 15 · EIN 04-2647786 | Recordkeeping | $1,750,000 |
Filed as: RISK STRATEIES CONSULTING, INC. Service code 16 160 FEDERAL STREET · BOSTON, MA 02110 | Consulting | $127,000 |
AON CONSULTING4 years Filed as: AON INVESTMENTS USA INC Service code 27 · EIN 36-3109431 | Advisory (Plan) | $78,000 |
THOMPSON HINE1 year Filed as: THOMPSON HINE LLP Service code 29 · EIN 34-0575300 | Legal | $60,000 |
WILLIS TOWERS WATSON US LLC4 years Service code 16 · EIN 53-0181291 | Consulting | $13,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,902 | $121,719+7.5% | $154,803-15.4% | $140,769-7.0% |
| Participation rate | 68.0% | 76.3%-8.2pp | 78.1%-10.1pp | 74.2%-6.1pp |
| Annual return | 17.49% | 19.22%-1.7pp | 58.88%-41.4pp | 16.82%+0.7pp |
| Employer contribution / active EE | $2,176 | $2,466-11.8% | $4,305-49.5% | $3,906-44.3% |
| Participant deferral / active EE | $4,198 | $5,384-22.0% | $5,540-24.2% | $6,717-37.5% |
| Admin fee / account holder | $43 | $71-39.6% | $14,329-99.7% | $229-81.4% |