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 |
|---|---|---|
TIAA1 year Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 99 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Other Fees | $8,725 |
WELL AND GOOD LLC3 years Service code 27 · EIN 27-0984119 1710 ADAMS STREET · MADISON, WI 537112142 | Advisory (Plan) | $6,500 |
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 | $131,091 | $60,795+115.6% | $69,455+88.7% | $65,185+101.1% |
| Participation rate | 95.8% | 74.9%+21.0pp | 74.6%+21.2pp | 70.2%+25.6pp |
| Annual return | 18.48% | 17.46%+1.0pp | 28.97%-10.5pp | 29.38%-10.9pp |
| Employer contribution / active EE | $6,177 | $2,452+151.9% | $2,779+122.3% | $2,177+183.8% |
| Participant deferral / active EE | $5,965 | $3,162+88.7% | $3,535+68.7% | $3,514+69.8% |
| Admin fee / account holder | $47 | $314-85.1% | $3,839-98.8% | $847-94.5% |