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 |
|---|---|---|
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $230,283 |
TIAA9+ years Service code 12 · EIN 13-1624203 | Claims processing | $55,937 |
FID INV INST OPS CO3 years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $42,395 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $180,535 | $106,994+68.7% | $135,903+32.8% | $96,393+87.3% |
| Participation rate | 74.5% | 72.5%+2.0pp | 81.9%-7.4pp | 71.3%+3.3pp |
| Annual return | 17.14% | 26.64%-9.5pp | 68.23%-51.1pp | 22.88%-5.7pp |
| Employer contribution / active EE | $8,753 | $3,391+158.1% | $4,856+80.3% | $3,238+170.3% |
| Participant deferral / active EE | $0 | $7,968-100.0% | $7,758-100.0% | $5,455-100.0% |
| Admin fee / account holder | $23 | $79-70.5% | $10,762-99.8% | $74-68.5% |