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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $192,652 |
WILLIS TOWERS WATSON US LLC3 years Filed as: TOWERS WATSON INVESTMENT SERVICES, Service code 16 · EIN 52-1868818 | Consulting | $166,756 |
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $102,848 |
SINGERLEWAK LLP4+ years Filed as: SINGER LEWAK Service code 10 · EIN 95-2302617 | Accounting | $27,850 |
Filed as: WTW INVESTMENT MANAGEMENT CONSULTI Service code 16 · EIN 53-0181291 | Consulting | $22,500 |
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 | $94,391 | $104,697-9.8% | $96,544-2.2% | $80,160+17.8% |
| Participation rate | 93.7% | 86.4%+7.3pp | 76.0%+17.7pp | 72.9%+20.8pp |
| Annual return | 16.65% | 21.78%-5.1pp | 25.84%-9.2pp | 40.38%-23.7pp |
| Employer contribution / active EE | $4,414 | $3,536+24.8% | $2,965+48.9% | $2,978+48.2% |
| Participant deferral / active EE | $6,572 | $6,188+6.2% | $4,851+35.5% | $5,017+31.0% |
| Admin fee / account holder | $151 | $107+41.2% | $8,252-98.2% | $145+4.0% |