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 |
|---|---|---|
AON CONSULTING1+ years Filed as: AON HEWITT Service code 15 · EIN 36-2235791 | Recordkeeping | $175,336 |
ERNST & YOUNG LLP1+ years Filed as: ERNST AND YOUNG LLP Service code 10 · EIN 34-6565596 | Accounting | $46,000 |
NORTHERN TRUST COMPANY1+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $40,235 |
Filed as: MERRILL COMMUNICATION Service code 14 · EIN 41-2007271 | Plan Administrator | $16,169 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWER WATSON DELAWARE, INC. Service code 11 · EIN 53-0181291 | Actuarial | $13,942 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,436 | $55,516-70.4% | $75,781-78.3% | $59,188-72.2% |
| Participation rate | 55.0% | 73.6%-18.6pp | 75.8%-20.8pp | 69.4%-14.4pp |
| Annual return | -3.74% | -1.89%-1.8pp | 9.68%-13.4pp | 5.51%-9.2pp |
| Employer contribution / active EE | $110 | $2,604-95.8% | $3,323-96.7% | $2,098-94.7% |
| Participant deferral / active EE | $2,967 | $2,599+14.2% | $3,651-18.7% | $3,265-9.1% |
| Admin fee / account holder | $201 | $110+82.7% | $5,299-96.2% | $92+118.0% |