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 |
|---|---|---|
Filed as: TOWERS WATSON INV SVCS Service code 16 · EIN 52-1868818 | Consulting | $66,465 |
Service code 25 · EIN 04-2647786 | Directed Trustee | $50,970 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $44,420 |
EIDE BAILLY LLP1 year Filed as: EIDE BAILLY Service code 16 · EIN 45-0250958 | Consulting | $28,200 |
Filed as: STATE STREETE GLOBAL ADVISORS Service code 16 · EIN 81-4017137 | Consulting | $22,676 |
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 | $214,107 | $104,631+104.6% | $98,439+117.5% | $80,160+167.1% |
| Participation rate | 96.4% | 87.5%+8.9pp | 75.2%+21.2pp | 72.9%+23.5pp |
| Annual return | 11.01% | 34.72%-23.7pp | 21.16%-10.2pp | 40.38%-29.4pp |
| Employer contribution / active EE | $6,269 | $4,517+38.8% | $3,048+105.7% | $2,978+110.5% |
| Participant deferral / active EE | $11,640 | $6,545+77.8% | $4,738+145.7% | $5,017+132.0% |
| Admin fee / account holder | $164 | $105+56.7% | $8,948-98.2% | $145+13.4% |