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 |
|---|---|---|
Filed as: FIDELITY INVESTMENT INST. OPERATION Service code 15 · EIN 04-3532603 | Recordkeeping | $190,253 |
TIAA9+ years Filed as: TIAA-CREF Service code 15 · EIN 13-1624203 | Recordkeeping | $56,790 |
Filed as: ONE DIGITAL INVESTMENT ADVISOR Service code 16 · EIN 82-1434504 | Consulting | $38,000 |
CARON & BLETZER, PLLC2 years Filed as: CARON & BLETZER Service code 29 · EIN 04-3499945 | Legal | $23,200 |
FID INV INST OPS CO9+ 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 | $200,139 | $91,762+118.1% | $67,502+196.5% | $77,643+157.8% |
| Participation rate | 80.0% | 75.9%+4.1pp | 72.9%+7.1pp | 70.6%+9.5pp |
| Annual return | 14.02% | 14.87%-0.8pp | 3512.12%-3498.1pp | 31.24%-17.2pp |
| Employer contribution / active EE | $2,958 | $3,181-7.0% | $2,731+8.3% | $2,726+8.5% |
| Participant deferral / active EE | $7,593 | $3,903+94.5% | $4,000+89.8% | $4,647+63.4% |
| Admin fee / account holder | $171 | $176-3.0% | $3,998-95.7% | $430-60.3% |