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 | $37,465 |
EIDE BAILLY LLP3 years Service code 16 · EIN 45-0250958 | Consulting | $21,500 |
WILLIS TOWERS WATSON US LLC2 years Service code 16 · EIN 53-0181291 | Consulting | $16,600 |
Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 16 · EIN 52-1868818 | Consulting | $13,430 |
Service code 16 · EIN 81-4017137 | Consulting | $5,222 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,848 | $81,908-5.0% | $90,749-14.2% | $64,808+20.1% |
| Participation rate | 96.0% | 80.5%+15.5pp | 75.7%+20.3pp | 71.5%+24.6pp |
| Annual return | -14.31% | -12.53%-1.8pp | -12.16%-2.1pp | 32.82%-47.1pp |
| Employer contribution / active EE | $3,854 | $3,065+25.7% | $2,921+31.9% | $2,506+53.8% |
| Participant deferral / active EE | $6,714 | $4,840+38.7% | $4,564+47.1% | $4,310+55.8% |
| Admin fee / account holder | $169 | $157+7.8% | $8,445-98.0% | $188-9.8% |