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 |
|---|---|---|
HEWITT ASSOCIATES LLC2+ years Service code 15 · EIN 36-2235791 | Recordkeeping | $126,272 |
BANCO POPULAR DE PUERTO RICO2+ years Service code 21 · EIN 66-0561870 | Bank Trustee | $38,071 |
ERNST & YOUNG LLP2+ years Service code 10 · EIN 34-6565596 | Accounting | $30,667 |
ELI LILLY AND COMPANY2+ years Service code 14 · EIN 35-0470950 | Plan Administrator | $16,705 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE & MORAN PLLC Service code 10 · EIN 38-1357951 | Accounting | $14,986 |
HEWITT ASSOCIATES LLC1 year Filed as: HEWITT FINANCIAL SERVICES LLC Service code 33 · EIN 36-3943169 | Securities brokerage commissions and ... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,323 | $82,279+30.4% | $77,999+37.6% | $63,975+67.8% |
| Participation rate | 99.8% | 84.7%+15.2pp | 75.5%+24.3pp | 71.1%+28.7pp |
| Annual return | 2.48% | 11.20%-8.7pp | 425.96%-423.5pp | 48.65%-46.2pp |
| Employer contribution / active EE | $3,568 | $3,297+8.2% | $2,470+44.5% | $2,182+63.6% |
| Participant deferral / active EE | $6,032 | $4,538+32.9% | $3,497+72.5% | $3,356+79.7% |
| Admin fee / account holder | $141 | $81+73.8% | $5,480-97.4% | $70+100.8% |