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 | $384,768 |
WILLIS TOWERS WATSON US LLC7+ years Filed as: TOWERS WATSON Service code 16 · EIN 52-1868818 | Consulting | $256,667 |
Filed as: WILLIS TOWERS WATSON Service code 27 · EIN 53-0181291 | Advisory (Plan) | $46,667 |
LANE GORMAN TRUBITT, PLLC7+ years Filed as: LANE GORMAN TRUBITT Service code 16 · EIN 75-1044330 | Consulting | $35,850 |
Filed as: BANCO POPULAR DE P.R. Service code 16 · EIN 66-0561870 | Consulting | $23,344 |
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 | $244,697 | $45,719+435.2% | $96,139+154.5% | $93,030+163.0% |
| Participation rate | 95.3% | 45.8%+49.5pp | 68.4%+26.9pp | 73.9%+21.4pp |
| Annual return | 13.99% | 3211.95%-3198.0pp | 191.94%-178.0pp | 158.70%-144.7pp |
| Employer contribution / active EE | $5,917 | $1,139+419.7% | $2,797+111.5% | $2,706+118.7% |
| Participant deferral / active EE | $11,708 | $2,344+399.4% | $4,349+169.2% | $4,562+156.6% |
| Admin fee / account holder | $145 | $128+13.3% | $5,537-97.4% | $152-4.4% |