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 37 · EIN 04-2647786 | Loan Processing | $482,388 |
WILLIS TOWERS WATSON US LLC6 years Filed as: TOWERS WATSON INVESTMENT SERVICES, Service code 16 · EIN 52-1868818 | Consulting | $84,466 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $77,828 |
PLANTE & MORAN, PLLC1 year Filed as: PLANT MORAN PLLC Service code 16 · EIN 33-1498605 | Consulting | $35,500 |
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 | $110,549 | $110,299+0.2% | $102,423+7.9% | $199,593-44.6% |
| Participation rate | 91.5% | 86.3%+5.2pp | 76.5%+15.0pp | 72.0%+19.5pp |
| Annual return | 13.36% | 35.73%-22.4pp | 29.32%-16.0pp | 34.25%-20.9pp |
| Employer contribution / active EE | $3,755 | $3,603+4.2% | $3,023+24.2% | $3,034+23.8% |
| Participant deferral / active EE | $7,021 | $6,376+10.1% | $5,053+38.9% | $5,087+38.0% |
| Admin fee / account holder | $114 | $122-6.4% | $9,451-98.8% | $269-57.4% |