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 | $9,080 |
Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 27 · EIN 52-1868818 | Advisory (Plan) | $5,644 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,940 | $78,485-22.4% | $106,213-42.6% | $74,495-18.2% |
| Participation rate | 93.4% | 72.8%+20.6pp | 75.3%+18.1pp | 67.2%+26.2pp |
| Annual return | -61.96% | 15.95%-77.9pp | 116.14%-178.1pp | 1364.94%-1426.9pp |
| Employer contribution / active EE | $6,747 | $2,523+167.5% | $3,171+112.7% | $2,623+157.2% |
| Participant deferral / active EE | $8,721 | $4,322+101.8% | $5,016+73.9% | $4,346+100.7% |
| Admin fee / account holder | $135 | $2,232-94.0% | $11,033-98.8% | $1,942-93.1% |