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 LLC7 years Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 16 · EIN 52-1868818 | Consulting | $189,188 |
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $24,151 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,544 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,593 | $49,693+7.8% | $70,515-24.0% | $74,419-28.0% |
| Participation rate | 92.1% | 64.7%+27.4pp | 68.3%+23.7pp | 70.7%+21.4pp |
| Annual return | 18.19% | 21.22%-3.0pp | 32.77%-14.6pp | 34.38%-16.2pp |
| Employer contribution / active EE | $1,541 | $1,773-13.1% | $2,973-48.2% | $2,637-41.6% |
| Participant deferral / active EE | $3,491 | $3,376+3.4% | $4,567-23.5% | $4,528-22.9% |
| Admin fee / account holder | $252 | $316-20.2% | $6,412-96.1% | $348-27.6% |