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 | $516,731 |
WILLIS TOWERS WATSON US LLC4 years Filed as: TOWERS WATSON INVESTMENT SERVICES, Service code 16 · EIN 52-1868818 | Consulting | $62,521 |
PLANTE & MORAN, PLLC6 years Filed as: PLANTE MORAN Service code 16 · EIN 38-1357951 | Consulting | $32,500 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $23,704 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,741 | $106,087-24.8% | $86,677-8.0% | $78,044+2.2% |
| Participation rate | 89.4% | 89.6%-0.2pp | 76.6%+12.8pp | 74.4%+15.0pp |
| Annual return | -15.15% | -14.87%-0.3pp | 35.91%-51.1pp | 10.87%-26.0pp |
| Employer contribution / active EE | $2,758 | $4,110-32.9% | $2,836-2.8% | $3,125-11.7% |
| Participant deferral / active EE | $5,883 | $6,851-14.1% | $4,656+26.4% | $5,084+15.7% |
| Admin fee / account holder | $95 | $81+16.5% | $7,493-98.7% | $79+19.9% |