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 25 · EIN 04-2647786 | Directed Trustee | $47,390 |
Filed as: WILLIS TOWERS WATSON Service code 16 · EIN 53-0181291 | Consulting | $33,119 |
EIDE BAILLY LLP1 year Service code 16 · EIN 45-0250958 | Consulting | $18,892 |
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 | $93,438 | $85,135+9.8% | $98,907-5.5% | $73,409+27.3% |
| Participation rate | 95.1% | 81.1%+14.0pp | 76.0%+19.1pp | 72.2%+22.9pp |
| Annual return | 13.46% | 19.14%-5.7pp | 196.43%-183.0pp | 59.29%-45.8pp |
| Employer contribution / active EE | $3,414 | $2,721+25.5% | $2,689+27.0% | $2,234+52.8% |
| Participant deferral / active EE | $6,351 | $4,349+46.0% | $4,244+49.6% | $3,805+66.9% |
| Admin fee / account holder | $175 | $139+25.4% | $6,642-97.4% | $158+10.6% |