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 | $370,668 |
PLANTE & MORAN, PLLC5+ years Service code 16 · EIN 38-1357951 | Consulting | $24,050 |
Filed as: TOWERS WATSON INVESTMENT SERVICES, Service code 16 · EIN 52-1868818 | Consulting | $18,281 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 16 · EIN 35-2552359 | Consulting | $16,875 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,457 | $105,247-16.0% | $87,100+1.6% | $77,787+13.7% |
| Participation rate | 95.3% | 85.8%+9.5pp | 76.9%+18.4pp | 73.2%+22.1pp |
| Annual return | 19.84% | 24.52%-4.7pp | 28.19%-8.4pp | 32.57%-12.7pp |
| Employer contribution / active EE | $2,938 | $2,895+1.5% | $2,521+16.5% | $2,504+17.3% |
| Participant deferral / active EE | $5,817 | $5,060+15.0% | $4,049+43.7% | $3,967+46.6% |
| Admin fee / account holder | $119 | $104+14.1% | $7,497-98.4% | $100+19.1% |