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 8-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 LLC3+ years Filed as: WILLIS TOWER WATSON Service code 11 · EIN 23-1159360 | Actuarial | $45,569 |
CROWE LLP2 years Service code 10 · EIN 35-0921680 | Accounting | $9,750 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD GROUP, INC. Service code 21 · EIN 23-1945930 | Bank Trustee | $853 |
See 1 actuary disclosure. $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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $289,682-100.0% | $671,907-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 15.0%-15.0pp | - |
| Annual return | 9.38% | 43.80%-34.4pp | 10.76%-1.4pp | - |
| Employer contribution / active EE | $7,496 | $11,594-35.3% | $68,795-89.1% | - |
| Participant deferral / active EE | $0 | $2,039-100.0% | $229-100.0% | - |
| Admin fee / account holder | $0 | $16,563-100.0% | $6,717-100.0% | - |