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 |
|---|---|---|
TIAA5 years Filed as: TIAA- TEACHERS INSURANCE AND ANNUIT Service code 15 · EIN 13-1624203 | Recordkeeping | $17,905 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $12,635 |
CARON & BLETZER, PLLC4 years Service code 10 · EIN 04-3499945 | Accounting | $11,400 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,843 | $54,350+151.8% | $82,719+65.4% | $68,494+99.8% |
| Participation rate | 95.3% | 63.9%+31.4pp | 72.6%+22.8pp | 67.9%+27.5pp |
| Annual return | -13.87% | -13.67%-0.2pp | 701.18%-715.0pp | -7.84%-6.0pp |
| Employer contribution / active EE | $11,916 | $2,218+437.2% | $3,009+296.0% | $2,596+359.0% |
| Participant deferral / active EE | $0 | $3,246-100.0% | $4,395-100.0% | $4,027-100.0% |
| Admin fee / account holder | $297 | $4,395-93.2% | $5,329-94.4% | $5,403-94.5% |