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 5-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 |
|---|---|---|
WILLIS TOWERS WATSON US LLC2 years Filed as: WTW INVESTMENT MANAGEMENT CONSULTI Service code 16 · EIN 53-0181291 | Consulting | $203,421 |
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $116,147 |
SINGERLEWAK LLP5+ years Filed as: SINGER LEWAK Service code 10 · EIN 95-2302617 | Accounting | $20,700 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$23,167 |
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 | $105,391 | $110,299-4.4% | $102,423+2.9% | $199,593-47.2% |
| Participation rate | 90.6% | 86.3%+4.3pp | 76.5%+14.1pp | 72.0%+18.6pp |
| Annual return | 12.92% | 35.73%-22.8pp | 29.32%-16.4pp | 34.25%-21.3pp |
| Employer contribution / active EE | $4,079 | $3,603+13.2% | $3,023+34.9% | $3,034+34.4% |
| Participant deferral / active EE | $6,045 | $6,376-5.2% | $5,053+19.6% | $5,087+18.8% |
| Admin fee / account holder | $181 | $122+48.4% | $9,451-98.1% | $269-32.5% |