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 |
|---|---|---|
WILLIAMS KEEPERS LLC2 years Filed as: WILLIAMS KEEPERS Service code 10 · EIN 41-1126847 | Accounting | $13,140 |
MILLIMAN, INC.1 year Service code 15 · EIN 91-0675641 | Recordkeeping | $6,009 |
BENEFIT TRUST COMPANY7+ years Service code 21 · EIN 43-0995254 | Bank Trustee | $4,931 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,265 | $65,435-84.3% | $86,677-88.2% | $66,914-84.7% |
| Participation rate | 98.6% | 75.5%+23.1pp | 76.6%+22.0pp | 69.8%+28.8pp |
| Annual return | -6.89% | -10.89%+4.0pp | 35.91%-42.8pp | 1.58%-8.5pp |
| Employer contribution / active EE | $714 | $2,153-66.8% | $2,836-74.8% | $2,544-71.9% |
| Participant deferral / active EE | $0 | $4,100-100.0% | $4,656-100.0% | $4,237-100.0% |
| Admin fee / account holder | $175 | $642-72.8% | $7,493-97.7% | $593-70.6% |