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 LLC10+ years Filed as: TOWERS WATSON Service code 27 · EIN 52-1868818 | Advisory (Plan) | $320,000 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $161,577 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $45,715 |
LANE GORMAN TRUBITT, PLLC10+ years Filed as: LANE GORMAN TRUBITT Service code 10 · EIN 75-1044330 | Accounting | $45,150 |
BPPR - POPULAR FIDUCIARY SERVICES10+ years Filed as: BANCO POPULAR DE P.R. Service code 16 · EIN 66-0561870 | Consulting | $21,641 |
Form 5500 reported that benefits due were not provided when due.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $266,854 | $44,897+494.4% | $84,966+214.1% | $199,593+33.7% |
| Participation rate | 83.8% | 45.7%+38.1pp | 67.5%+16.3pp | 72.0%+11.9pp |
| Annual return | 14.81% | 20.96%-6.2pp | 66.38%-51.6pp | 34.25%-19.4pp |
| Employer contribution / active EE | $6,288 | $1,365+360.5% | $2,727+130.6% | $3,034+107.2% |
| Participant deferral / active EE | $12,910 | $2,668+383.9% | $4,519+185.7% | $5,087+153.8% |
| Admin fee / account holder | $144 | $584-75.4% | $6,149-97.7% | $269-46.5% |