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 | $715,832 |
WILLIS TOWERS WATSON US LLC6 years Filed as: WILLIS TOWERS WATSON Service code 27 · EIN 52-1868818 | Advisory (Plan) | $121,173 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $90,328 |
HARTER SECREST & EMERY LLP3 years Service code 29 · EIN 16-0766172 | Legal | $19,205 |
ALIGHT SOLUTIONS LLC1 year Filed as: ALIGHT SOLUTIONS Service code 49 · EIN 82-1031233 | Other Services | $2,539 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $79,955 | $141,418-43.5% | $94,646-15.5% | $96,393-17.1% |
| Participation rate | 87.6% | 86.8%+0.7pp | 80.8%+6.7pp | 71.3%+16.3pp |
| Annual return | 15.60% | 21.96%-6.4pp | 156.71%-141.1pp | 22.88%-7.3pp |
| Employer contribution / active EE | $76 | $4,361-98.3% | $3,672-97.9% | $3,238-97.7% |
| Participant deferral / active EE | $4,666 | $10,695-56.4% | $7,418-37.1% | $5,455-14.5% |
| Admin fee / account holder | $54 | $82-33.9% | $7,231-99.2% | $74-26.3% |