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 LLC11+ years Filed as: TOWERS WATSON Service code 27 · EIN 52-1868818 | Advisory (Plan) | $90,956 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $74,878 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $57,247 |
Filed as: REINHART BOERNER VAN Service code 29 · EIN 39-1126909 | Legal | $21,987 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $218,264 | $61,058+257.5% | $71,209+206.5% | $85,563+155.1% |
| Participation rate | 93.8% | 58.6%+35.3pp | 73.8%+20.1pp | 66.0%+27.9pp |
| Annual return | 15.49% | 100.41%-84.9pp | 282.51%-267.0pp | 31.51%-16.0pp |
| Employer contribution / active EE | $3,817 | $2,199+73.6% | $2,721+40.3% | $2,654+43.9% |
| Participant deferral / active EE | $9,314 | $3,173+193.6% | $4,175+123.1% | $4,375+112.9% |
| Admin fee / account holder | $273 | $855-68.0% | $5,349-94.9% | $834-67.3% |