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 5-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 | $275,149 |
Filed as: TOWERS WATSON INVESTMENT SERVICES I Service code 27 · EIN 52-1868818 | Advisory (Plan) | $121,007 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,817 |
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 | $38,664 | $103,641-62.7% | $107,525-64.0% | $102,872-62.4% |
| Participation rate | 88.1% | 79.4%+8.7pp | 75.1%+13.0pp | 73.0%+15.0pp |
| Annual return | 15.58% | 13.08%+2.5pp | 181.32%-165.7pp | 19.06%-3.5pp |
| Employer contribution / active EE | $2,054 | $5,096-59.7% | $3,754-45.3% | $3,526-41.7% |
| Participant deferral / active EE | $4,869 | $3,789+28.5% | $5,116-4.8% | $5,535-12.0% |
| Admin fee / account holder | $175 | $276-36.5% | $8,919-98.0% | $292-40.0% |