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 | $93,321 |
Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 16 · EIN 52-1868818 | Consulting | $74,876 |
STATE STREET GLOBAL ADVISORS2 years Service code 16 · EIN 81-4017137 | Consulting | $42,750 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $34,541 |
WILLIS TOWERS WATSON US LLC3 years Service code 16 · EIN 53-0181291 | Consulting | $9,800 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,460 | $136,266+37.6% | $90,749+106.6% | $77,904+140.6% |
| Participation rate | 96.7% | 86.6%+10.0pp | 75.7%+21.0pp | 73.7%+23.0pp |
| Annual return | -13.69% | -11.32%-2.4pp | -12.16%-1.5pp | 12.21%-25.9pp |
| Employer contribution / active EE | $6,265 | $4,215+48.6% | $2,921+114.5% | $2,848+120.0% |
| Participant deferral / active EE | $11,374 | $6,353+79.0% | $4,564+149.2% | $4,806+136.7% |
| Admin fee / account holder | $178 | $399-55.3% | $8,445-97.9% | $133+34.6% |