See peer percentile detail. $4.99 for your first month.
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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 | $297,027 |
WILLIS TOWERS WATSON US LLC8+ years Filed as: TOWERS WATSON Service code 27 · EIN 52-1868818 | Advisory (Plan) | $286,667 |
LANE GORMAN TRUBITT, PLLC8+ years Filed as: LANE GORMAN TRUBITT Service code 10 · EIN 75-1044330 | Accounting | $39,200 |
Filed as: BANCO POPULAR DE P.R. Service code 16 · EIN 66-0561870 | Consulting | $22,368 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,817 |
Form 5500 reported that benefits due were not provided when due.
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 | $190,885 | $37,317+411.5% | $77,024+147.8% | $77,904+145.0% |
| Participation rate | 99.4% | 46.9%+52.6pp | 67.9%+31.5pp | 73.7%+25.8pp |
| Annual return | -17.44% | -5.88%-11.6pp | 42.32%-59.8pp | 12.21%-29.7pp |
| Employer contribution / active EE | $6,706 | $1,218+450.5% | $2,812+138.4% | $2,848+135.5% |
| Participant deferral / active EE | $12,255 | $2,564+377.9% | $4,426+176.9% | $4,806+155.0% |
| Admin fee / account holder | $142 | $126+13.2% | $5,425-97.4% | $133+7.3% |