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 |
|---|---|---|
WILLIS TOWERS WATSON US LLC2 years Service code 27 · EIN 53-0181291 | Advisory (Plan) | $78,721 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $34,126 |
THORNHILL FINANCIAL, INC.9+ years Service code 27 · EIN 34-1818419 | Advisory (Plan) | $24,025 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,503 | $104,697+2.7% | $96,544+11.4% | $80,160+34.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 76.0%+24.0pp | 72.9%+27.1pp |
| Annual return | 22.15% | 21.78%+0.4pp | 25.84%-3.7pp | 40.38%-18.2pp |
| Employer contribution / active EE | $3,801 | $3,536+7.5% | $2,965+28.2% | $2,978+27.7% |
| Participant deferral / active EE | $4,525 | $6,188-26.9% | $4,851-6.7% | $5,017-9.8% |
| Admin fee / account holder | $82 | $107-22.8% | $8,252-99.0% | $145-43.1% |