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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $168,543 |
Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 27 · EIN 52-1868818 | Advisory (Plan) | $46,036 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,691 | $241,101-84.4% | $103,333-63.5% | $199,593-81.1% |
| Participation rate | 82.1% | 78.3%+3.8pp | 74.5%+7.6pp | 72.0%+10.2pp |
| Annual return | 85.07% | 17.80%+67.3pp | 24.88%+60.2pp | 34.25%+50.8pp |
| Employer contribution / active EE | $1,842 | $4,244-56.6% | $3,868-52.4% | $3,034-39.3% |
| Participant deferral / active EE | $4,589 | $3,958+15.9% | $5,057-9.3% | $5,087-9.8% |
| Admin fee / account holder | $103 | $288-64.1% | $8,355-98.8% | $269-61.5% |