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 |
|---|---|---|
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $72,928 |
Service code 37 · EIN 04-2647786 | Loan Processing | $65,984 |
WILLIS TOWERS WATSON US LLC9+ years Filed as: TOWERS WATSON Service code 27 · EIN 52-1868818 | Advisory (Plan) | $42,813 |
Filed as: REINHART BOERNER VAN Service code 29 · EIN 39-1126909 | Legal | $20,569 |
Form 5500 reported that benefits due were not provided when due.
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 | $187,651 | $52,208+259.4% | $86,612+116.7% | $74,419+152.2% |
| Participation rate | 87.9% | 66.3%+21.6pp | 71.7%+16.3pp | 70.7%+17.2pp |
| Annual return | 14.86% | 44.46%-29.6pp | 591.07%-576.2pp | 34.38%-19.5pp |
| Employer contribution / active EE | $2,991 | $2,282+31.1% | $3,022-1.0% | $2,637+13.4% |
| Participant deferral / active EE | $7,951 | $3,383+135.0% | $4,438+79.2% | $4,528+75.6% |
| Admin fee / account holder | $201 | $319-37.1% | $5,614-96.4% | $348-42.4% |