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 |
|---|---|---|
TIAA4 years Filed as: TIAA-TEACHERS INS & ANNUITY ASSOC Service code 65 · EIN 13-1624203 | Account Maintenance | $12,278 |
KREISCHER MILLER1 year Filed as: J.L. KREISCHER, P.C. Service code 10 · EIN 23-1980475 | Accounting | $6,619 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $160 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,045 | $65,322+24.1% | $70,449+15.0% | $73,488+10.3% |
| Participation rate | 98.3% | 77.0%+21.3pp | 75.1%+23.2pp | 70.7%+27.6pp |
| Annual return | 15.22% | 15.71%-0.5pp | 109.03%-93.8pp | 28.51%-13.3pp |
| Employer contribution / active EE | $2,538 | $2,460+3.2% | $2,737-7.2% | $2,270+11.8% |
| Participant deferral / active EE | $3,207 | $3,375-5.0% | $3,709-13.5% | $3,740-14.2% |
| Admin fee / account holder | $51 | $214-76.2% | $3,845-98.7% | $513-90.1% |