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 | $389,887 |
WILLIS TOWERS WATSON US LLC6+ years Filed as: TOWERS WATSON Service code 15 · EIN 52-1868818 | Recordkeeping | $303,333 |
Filed as: BANCO POPULAR DE P.R. Service code 21 · EIN 66-0561870 | Bank Trustee | $35,180 |
LANE GORMAN TRUBITT, PLLC6+ years Filed as: LANE GORMAN TRUBITT Service code 16 · EIN 75-1044330 | Consulting | $34,750 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $217,797 | $46,219+371.2% | $89,391+143.6% | $90,288+141.2% |
| Participation rate | 95.8% | 44.9%+50.9pp | 68.0%+27.8pp | 73.4%+22.4pp |
| Annual return | 14.08% | 25.71%-11.6pp | 245.62%-231.5pp | 53.97%-39.9pp |
| Employer contribution / active EE | $1,989 | $953+108.7% | $2,586-23.1% | $2,524-21.2% |
| Participant deferral / active EE | $11,887 | $2,136+456.4% | $3,890+205.6% | $4,232+180.9% |
| Admin fee / account holder | $156 | $147+6.0% | $4,881-96.8% | $114+36.4% |