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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $86,742 |
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $58,866 |
WILLIS TOWERS WATSON US LLC4+ years Filed as: TOWERS WATSON DELAWARE, INC. Service code 27 · EIN 52-1868818 | Advisory (Plan) | $40,181 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $189,643 | $44,794+323.4% | $90,281+110.1% | $77,787+143.8% |
| Participation rate | 84.9% | 66.6%+18.3pp | 73.3%+11.6pp | 73.2%+11.7pp |
| Annual return | 20.62% | 28.23%-7.6pp | 78.10%-57.5pp | 32.57%-12.0pp |
| Employer contribution / active EE | $2,650 | $1,809+46.5% | $2,854-7.1% | $2,504+5.8% |
| Participant deferral / active EE | $7,017 | $2,642+165.6% | $3,885+80.6% | $3,967+76.9% |
| Admin fee / account holder | $158 | $94+67.3% | $5,351-97.0% | $100+57.9% |