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 LLC8 years Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 16 · EIN 52-1868818 | Consulting | $135,822 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $28,283 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,206 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,602 | $55,416+5.7% | $75,972-22.9% | $77,643-24.5% |
| Participation rate | 94.9% | 63.6%+31.4pp | 69.1%+25.9pp | 70.6%+24.3pp |
| Annual return | 24.60% | 17.07%+7.5pp | 359.55%-334.9pp | 31.24%-6.6pp |
| Employer contribution / active EE | $1,453 | $1,788-18.7% | $2,685-45.9% | $2,726-46.7% |
| Participant deferral / active EE | $3,264 | $3,447-5.3% | $4,255-23.3% | $4,647-29.8% |
| Admin fee / account holder | $186 | $414-55.2% | $6,467-97.1% | $430-56.9% |