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 37 · EIN 04-2647786 | Loan Processing | $957,000 |
T ROWE PRICE RPS INC1+ years Filed as: T ROWE PRICE ASSOCIATES INC Service code 16 · EIN 52-0556948 | Consulting | $241,000 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON Service code 16 · EIN 53-0181291 | Consulting | $133,000 |
SEYFARTH SHAW LLP1+ years Service code 16 · EIN 36-2152202 | Consulting | $101,000 |
MERCER1+ years Service code 16 · EIN 30-0282430 | Consulting | $71,000 |
GRANT THORNTON LLP1+ years Service code 10 · EIN 36-6055558 | Accounting | $6,000 |
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 | $125,709 | $68,062+84.7% | $185,823-32.3% | $106,520+18.0% |
| Participation rate | 68.7% | 75.2%-6.5pp | 81.7%-13.0pp | 71.3%-2.6pp |
| Annual return | 18.88% | 18.20%+0.7pp | 122.05%-103.2pp | 19.28%-0.4pp |
| Employer contribution / active EE | $1,996 | $1,9970% | $5,167-61.4% | $2,840-29.7% |
| Participant deferral / active EE | $3,674 | $3,990-7.9% | $5,568-34.0% | $4,948-25.7% |
| Admin fee / account holder | $33 | $53-37.4% | $16,237-99.8% | $75-55.7% |