See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: TOWERS WATSON INVESTMENT SERVICES, Service code 27 · EIN 52-1868818 | Advisory (Plan) | $13,587 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,666 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,224 | $101,317-48.5% | $146,958-64.5% | $74,495-29.9% |
| Participation rate | 51.3% | 75.5%-24.2pp | 82.2%-30.8pp | 67.2%-15.9pp |
| Annual return | 23.46% | 8730.91%-8707.4pp | 418.34%-394.9pp | 1364.94%-1341.5pp |
| Employer contribution / active EE | $1,567 | $3,810-58.9% | $4,933-68.2% | $2,623-40.2% |
| Participant deferral / active EE | $5,478 | $7,303-25.0% | $8,070-32.1% | $4,346+26.0% |
| Admin fee / account holder | $61 | $1,739-96.5% | $12,998-99.5% | $1,942-96.9% |