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 Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $9,519 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $2,219 |
WELL AND GOOD LLC1 year Service code 27 · EIN 27-0984119 | Advisory (Plan) | $816 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,008 | $46,553+67.6% | $64,056+21.8% | $75,163+3.8% |
| Participation rate | 93.8% | 65.9%+27.9pp | 72.3%+21.5pp | 67.2%+26.6pp |
| Annual return | 18.61% | 26.03%-7.4pp | 33.69%-15.1pp | 160.62%-142.0pp |
| Employer contribution / active EE | $4,198 | $1,974+112.7% | $2,747+52.9% | $2,670+57.2% |
| Participant deferral / active EE | $5,770 | $2,837+103.4% | $3,880+48.7% | $4,125+39.9% |
| Admin fee / account holder | $53 | $2,952-98.2% | $3,068-98.3% | $5,651-99.1% |