See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC9 years Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 16 · EIN 52-1868818 | Consulting | $179,047 |
STRATEGIC ADVISORS, INC.11+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $32,019 |
Service code 37 · EIN 04-2647786 | Loan Processing | $10,450 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,625 | $57,831+16.9% | $82,389-17.9% | $85,563-21.0% |
| Participation rate | 96.5% | 55.0%+41.5pp | 69.5%+27.0pp | 66.0%+30.6pp |
| Annual return | 19.48% | 17.86%+1.6pp | 28.67%-9.2pp | 31.51%-12.0pp |
| Employer contribution / active EE | $1,742 | $1,643+6.1% | $2,517-30.8% | $2,654-34.3% |
| Participant deferral / active EE | $3,761 | $3,118+20.6% | $4,155-9.5% | $4,375-14.0% |
| Admin fee / account holder | $247 | $1,391-82.3% | $7,231-96.6% | $834-70.4% |