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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $795,709 |
WILLIS TOWERS WATSON US LLC4 years Filed as: WATSON WYATT Service code 16 · EIN 52-1868818 | Consulting | $119,507 |
CROWE LLP10+ years Filed as: CROWE HORWATH LLP Service code 16 · EIN 35-0921680 | Consulting | $30,603 |
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 | $87,566 | $140,910-37.9% | $75,972+15.3% | $106,382-17.7% |
| Participation rate | 96.3% | 64.1%+32.2pp | 69.1%+27.3pp | 69.9%+26.5pp |
| Annual return | 11.54% | 16.51%-5.0pp | 359.55%-348.0pp | 17.37%-5.8pp |
| Employer contribution / active EE | $4,354 | $5,354-18.7% | $2,685+62.2% | $3,364+29.5% |
| Participant deferral / active EE | $6,307 | $5,004+26.0% | $4,255+48.2% | $5,569+13.3% |
| Admin fee / account holder | $94 | $117-19.5% | $6,467-98.5% | $79+19.2% |