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 9-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 |
|---|---|---|
RSM US LLP1 year Service code 10 411 E. WISCONSIN AVENUE · MILWAUKEE, WI 53202 | Accounting | $63,000 |
Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 26 800 GLEBE ROAD · ARLINGTON, VA 22203 | Advisory (Participants) | $44,154 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $23,815 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,306 | $88,890-10.8% | $102,423-22.6% | $77,643+2.1% |
| Participation rate | 98.5% | 80.9%+17.6pp | 76.5%+22.0pp | 70.6%+27.9pp |
| Annual return | 15.31% | 24.98%-9.7pp | 29.32%-14.0pp | 31.24%-15.9pp |
| Employer contribution / active EE | $3,746 | $2,698+38.9% | $3,023+23.9% | $2,726+37.4% |
| Participant deferral / active EE | $7,320 | $5,145+42.3% | $5,053+44.9% | $4,647+57.5% |
| Admin fee / account holder | $385 | $235+63.6% | $9,451-95.9% | $430-10.5% |