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 | $496,071 |
WILLIS TOWERS WATSON US LLC3 years Filed as: TOWERS WATSON INVESTMENT SERVICES, Service code 16 · EIN 52-1868818 | Consulting | $67,500 |
PLANTE & MORAN, PLLC5 years Filed as: PLANTE MORAN Service code 10 · EIN 38-1357951 | Accounting | $58,300 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,531 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,584 | $144,996-27.9% | $111,297-6.0% | $93,030+12.4% |
| Participation rate | 89.8% | 86.2%+3.6pp | 77.3%+12.5pp | 73.9%+15.9pp |
| Annual return | 12.19% | 18.26%-6.1pp | 54.65%-42.5pp | 158.70%-146.5pp |
| Employer contribution / active EE | $2,752 | $3,056-9.9% | $2,731+0.8% | $2,706+1.7% |
| Participant deferral / active EE | $5,971 | $5,587+6.9% | $4,487+33.1% | $4,562+30.9% |
| Admin fee / account holder | $109 | $103+5.8% | $7,964-98.6% | $152-27.8% |