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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $44,411 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON INVESTMENT SERVICES I Service code 27 · EIN 52-1868818 | Advisory (Plan) | $25,776 |
INNOVEST PORTFOLIO SOLUTIONS LLC1+ years Service code 27 · EIN 84-1612955 | Advisory (Plan) | $10,538 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,798 | $48,277+86.0% | $67,511+33.0% | $80,874+11.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | -61.40% | 18.27%-79.7pp | 3517.41%-3578.8pp | 35.62%-97.0pp |
| Employer contribution / active EE | $9,609 | $2,021+375.4% | $2,733+251.7% | $2,756+248.7% |
| Participant deferral / active EE | $24,060 | $2,926+722.3% | $4,000+501.5% | $4,297+459.9% |
| Admin fee / account holder | $558 | $3,687-84.9% | $3,999-86.1% | $6,935-92.0% |