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 5-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 |
|---|---|---|
Filed as: TOWERS WATSON INVESTMENT SERS, INC Service code 16 · EIN 52-1868818 | Consulting | $184,804 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $112,301 |
Service code 37 · EIN 04-2647786 | Loan Processing | $60,657 |
WILLIS TOWERS WATSON US LLC2 years Service code 16 · EIN 53-0181291 | Consulting | $52,500 |
SINGERLEWAK LLP1 year Filed as: SINGER LEWAK LLP Service code 10 · EIN 95-2302617 | Accounting | $17,005 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,127 | $130,141-43.8% | $86,677-15.6% | $77,904-6.1% |
| Participation rate | 77.9% | 85.9%-8.0pp | 76.6%+1.4pp | 73.7%+4.3pp |
| Annual return | -16.19% | -12.75%-3.4pp | 35.91%-52.1pp | 12.21%-28.4pp |
| Employer contribution / active EE | $3,188 | $3,220-1.0% | $2,836+12.4% | $2,848+12.0% |
| Participant deferral / active EE | $4,608 | $5,757-20.0% | $4,656-1.0% | $4,806-4.1% |
| Admin fee / account holder | $119 | $132-9.7% | $7,493-98.4% | $133-10.2% |