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 |
|---|---|---|
Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 26 · EIN 52-1868818 | Advisory (Participants) | $43,853 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $40,399 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,625 | $106,028-31.5% | $146,958-50.6% | $77,643-6.5% |
| Participation rate | 73.6% | 78.4%-4.8pp | 82.2%-8.6pp | 70.6%+3.0pp |
| Annual return | 18.18% | 56.73%-38.6pp | 418.34%-400.2pp | 31.24%-13.1pp |
| Employer contribution / active EE | $3,926 | $4,063-3.4% | $4,933-20.4% | $2,726+44.0% |
| Participant deferral / active EE | $7,538 | $7,990-5.7% | $8,070-6.6% | $4,647+62.2% |
| Admin fee / account holder | $285 | $337-15.7% | $12,998-97.8% | $430-33.9% |