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 |
|---|---|---|
TIAA8+ years Filed as: TIAA-CREF Service code 15 · EIN 13-1624203 | Recordkeeping | $82,847 |
Filed as: FIDELITY INVESTMENT INST. OPERATION Service code 15 · EIN 04-3532603 | Recordkeeping | $78,434 |
CARON & BLETZER, PLLC1 year Filed as: CARON & BLETZER Service code 29 · EIN 04-3499945 | Legal | $21,800 |
Filed as: ONE DIGITAL INVESTMENT ADVISOR Service code 26 · EIN 82-1434504 | Advisory (Participants) | $19,000 |
TIMESCALE FINANCIAL INC2 years Filed as: TIMESCALE FINANCIAL, INC. Service code 16 · EIN 47-3835496 | Consulting | $19,000 |
FID INV INST OPS CO8+ years Service code 60 | Sub-TA Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $181,142 | $83,884+115.9% | $64,056+182.8% | $74,419+143.4% |
| Participation rate | 80.1% | 76.6%+3.5pp | 72.3%+7.8pp | 70.7%+9.4pp |
| Annual return | 17.55% | 16.57%+1.0pp | 33.69%-16.1pp | 34.38%-16.8pp |
| Employer contribution / active EE | $2,933 | $3,084-4.9% | $2,747+6.8% | $2,637+11.2% |
| Participant deferral / active EE | $7,675 | $3,692+107.9% | $3,880+97.8% | $4,528+69.5% |
| Admin fee / account holder | $208 | $196+6.1% | $3,068-93.2% | $348-40.2% |