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 |
|---|---|---|
Service code 27 · EIN 84-4826355 265 FRANKLIN STREET FL 4TH · BOSTON, MA 021103113 | Advisory (Plan) | $14,962 |
TIAA2 years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Recordkeeping Fees | $8,265 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,253 | $65,322+114.7% | $70,449+99.1% | $73,488+90.9% |
| Participation rate | 94.9% | 77.0%+18.0pp | 75.1%+19.9pp | 70.7%+24.2pp |
| Annual return | 16.42% | 15.71%+0.7pp | 109.03%-92.6pp | 28.51%-12.1pp |
| Employer contribution / active EE | $2,055 | $2,460-16.5% | $2,737-24.9% | $2,270-9.5% |
| Participant deferral / active EE | $4,610 | $3,375+36.6% | $3,709+24.3% | $3,740+23.3% |
| Admin fee / account holder | $127 | $214-40.9% | $3,845-96.7% | $513-75.3% |