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 |
|---|---|---|
TIAA5 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $13,163 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $853 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,417 | $48,230+77.1% | $67,502+26.5% | $80,856+5.6% |
| Participation rate | 88.0% | 66.4%+21.7pp | 72.9%+15.2pp | 67.6%+20.4pp |
| Annual return | 14.40% | 18.28%-3.9pp | 3512.12%-3497.7pp | 35.59%-21.2pp |
| Employer contribution / active EE | $4,835 | $2,020+139.4% | $2,731+77.0% | $2,755+75.5% |
| Participant deferral / active EE | $5,982 | $2,924+104.6% | $4,000+49.6% | $4,296+39.3% |
| Admin fee / account holder | $79 | $3,681-97.9% | $3,998-98.0% | $6,918-98.9% |