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 10-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 |
|---|---|---|
Service code 25 · EIN 04-2647786 | Directed Trustee | $114,381 |
Filed as: TOWERS WATSON INV SERVICES, INC. Service code 16 · EIN 52-1868818 | Consulting | $61,860 |
Service code 16 · EIN 81-4017137 | Consulting | $33,850 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $23,762 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $209,164 | $114,195+83.2% | $106,548+96.3% | $93,030+124.8% |
| Participation rate | 98.1% | 86.4%+11.7pp | 76.1%+21.9pp | 73.9%+24.2pp |
| Annual return | 18.63% | 22.18%-3.5pp | 26.80%-8.2pp | 158.70%-140.1pp |
| Employer contribution / active EE | $6,120 | $4,009+52.7% | $2,819+117.1% | $2,706+126.2% |
| Participant deferral / active EE | $10,528 | $5,908+78.2% | $4,398+139.4% | $4,562+130.8% |
| Admin fee / account holder | $115 | $105+9.8% | $7,407-98.4% | $152-24.1% |