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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $579,677 |
WILLIS TOWERS WATSON US LLC3 years Filed as: WILLIS TOWERS WATSON Service code 16 · EIN 52-1868818 | Consulting | $113,094 |
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP Service code 50 · EIN 23-1945930 | Direct Payment | $29,400 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,284 | $103,430-15.6% | $100,516-13.2% | $93,223-6.4% |
| Participation rate | 88.4% | 84.3%+4.1pp | 79.4%+9.0pp | 74.9%+13.5pp |
| Annual return | 12.24% | 24.60%-12.4pp | 30.89%-18.6pp | 19.29%-7.0pp |
| Employer contribution / active EE | $1,713 | $3,129-45.3% | $3,418-49.9% | $2,680-36.1% |
| Participant deferral / active EE | $4,545 | $6,375-28.7% | $6,270-27.5% | $4,563-0.4% |
| Admin fee / account holder | $52 | $85-39.0% | $8,081-99.4% | $79-34.9% |