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 | $87,015 |
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $68,787 |
WILLIS TOWERS WATSON US LLC8+ years Filed as: TOWERS WATSON Service code 16 · EIN 52-1868818 | Consulting | $40,250 |
Filed as: REINHART BOERNER VAN Service code 29 · EIN 39-1126909 | Legal | $21,879 |
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 | $176,860 | $47,722+270.6% | $82,719+113.8% | $64,808+172.9% |
| Participation rate | 83.7% | 67.6%+16.1pp | 72.6%+11.2pp | 71.5%+12.2pp |
| Annual return | -16.51% | -13.05%-3.5pp | 701.18%-717.7pp | 32.82%-49.3pp |
| Employer contribution / active EE | $2,651 | $2,179+21.7% | $3,009-11.9% | $2,506+5.8% |
| Participant deferral / active EE | $7,614 | $3,329+128.7% | $4,395+73.2% | $4,310+76.6% |
| Admin fee / account holder | $221 | $143+54.5% | $5,329-95.9% | $188+17.6% |