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 LLC9+ years Filed as: TOWERS WATSON Service code 27 · EIN 52-1868818 | Advisory (Plan) | $406,666 |
Service code 37 · EIN 04-2647786 | Loan Processing | $250,705 |
LANE GORMAN TRUBITT, PLLC9+ years Filed as: LANE GORMAN TRUBITT Service code 10 · EIN 75-1044330 | Accounting | $36,200 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $30,485 |
Filed as: BANCO POPULAR DE P.R. Service code 16 · EIN 66-0561870 | Consulting | $16,501 |
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 | $232,936 | $40,278+478.3% | $80,569+189.1% | $80,160+190.6% |
| Participation rate | 100.0% | 47.5%+52.5pp | 67.0%+33.0pp | 72.9%+27.1pp |
| Annual return | 18.77% | 50.86%-32.1pp | 935.43%-916.7pp | 40.38%-21.6pp |
| Employer contribution / active EE | $6,098 | $1,332+357.7% | $2,723+123.9% | $2,978+104.8% |
| Participant deferral / active EE | $11,321 | $2,696+320.0% | $4,447+154.5% | $5,017+125.6% |
| Admin fee / account holder | $176 | $210-16.3% | $5,377-96.7% | $145+21.5% |