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 |
|---|---|---|
AMERICAN FUNDS3 years Filed as: COASTAL CAPITAL GROUP Service code 16 · EIN 47-3835496 | Consulting | $42,893 |
CARON & BLETZER, PLLC5+ years Service code 10 · EIN 04-3499945 | Accounting | $37,575 |
THE WAGNER LAW GROUP5+ years Service code 29 · EIN 04-3323315 | Legal | $24,412 |
FID INV INST OPS CO5+ years Service code 15 · EIN 04-2647786 | Recordkeeping | $959 |
TIAA5+ years Filed as: TIAA-CREF Service code 15 · EIN 13-1624203 | Recordkeeping | $600 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,585 | $105,581+63.5% | $70,449+145.0% | $90,288+91.2% |
| Participation rate | 69.2% | 77.5%-8.3pp | 75.1%-5.8pp | 73.4%-4.1pp |
| Annual return | 15.93% | 14.78%+1.1pp | 109.03%-93.1pp | 53.97%-38.0pp |
| Employer contribution / active EE | $2,094 | $3,304-36.6% | $2,737-23.5% | $2,524-17.0% |
| Participant deferral / active EE | $5,244 | $3,813+37.5% | $3,709+41.4% | $4,232+23.9% |
| Admin fee / account holder | $60 | $68-10.5% | $3,845-98.4% | $114-47.0% |