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 |
|---|---|---|
WILLIS TOWERS WATSON US LLC6 years Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 16 · EIN 52-1868818 | Consulting | $33,039 |
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $25,074 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,803 |
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 | $60,789 | $44,764+35.8% | $68,791-11.6% | $64,808-6.2% |
| Participation rate | 88.7% | 64.8%+23.9pp | 69.0%+19.7pp | 71.5%+17.2pp |
| Annual return | -22.06% | -10.91%-11.2pp | -6.38%-15.7pp | 32.82%-54.9pp |
| Employer contribution / active EE | $1,053 | $1,775-40.7% | $2,655-60.4% | $2,506-58.0% |
| Participant deferral / active EE | $3,664 | $3,238+13.2% | $3,941-7.0% | $4,310-15.0% |
| Admin fee / account holder | $93 | $151-38.6% | $4,932-98.1% | $188-50.5% |