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 |
|---|---|---|
TIAA3 years Filed as: TIAA- TEACHERS INSURANCE AND ANNUIT Service code 15 · EIN 13-1624203 | Recordkeeping | $15,470 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $15,008 |
CARON & BLETZER, PLLC2 years Service code 10 · EIN 04-3499945 | Accounting | $10,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,087 | $60,124+136.3% | $90,404+57.2% | $79,858+77.9% |
| Participation rate | 97.9% | 65.0%+32.9pp | 72.7%+25.2pp | 69.6%+28.3pp |
| Annual return | 14.13% | 71.94%-57.8pp | 1293.02%-1278.9pp | 31.71%-17.6pp |
| Employer contribution / active EE | $11,099 | $2,068+436.8% | $3,262+240.3% | $2,471+349.2% |
| Participant deferral / active EE | $0 | $2,938-100.0% | $3,963-100.0% | $3,740-100.0% |
| Admin fee / account holder | $293 | $3,976-92.6% | $5,611-94.8% | $5,306-94.5% |