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 LLC2 years Filed as: WATSON INSTITUTE FRIENDSHIP Service code 99 301 CAMP MEETING ROAD · SEWICKLEY, PA 15143 | Other Fees | $17,660 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SERV Service code 64 · EIN 95-6817943 | Recordkeeping Fees | $8,633 |
Service code 13 · EIN 65-1279994 | Contract Administrator | $4,749 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,952 | $96,018-69.8% | $65,493-55.8% | $85,563-66.2% |
| Participation rate | 95.1% | 74.8%+20.2pp | 73.1%+22.0pp | 66.0%+29.1pp |
| Annual return | 18.31% | 14.51%+3.8pp | 982.45%-964.1pp | 31.51%-13.2pp |
| Employer contribution / active EE | $2,369 | $3,235-26.8% | $2,574-8.0% | $2,654-10.7% |
| Participant deferral / active EE | $1,933 | $4,055-52.3% | $3,961-51.2% | $4,375-55.8% |
| Admin fee / account holder | $3 | $271-98.8% | $5,028-99.9% | $834-99.6% |