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 |
|---|---|---|
TIAA9 years Service code 15 · EIN 13-1624203 | Recordkeeping | $82,341 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$96,394 |
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 | $177,277 | $113,293+56.5% | $67,502+162.6% | $199,593-11.2% |
| Participation rate | 79.2% | 73.3%+5.8pp | 72.9%+6.3pp | 72.0%+7.2pp |
| Annual return | 11.93% | 15.88%-4.0pp | 3512.12%-3500.2pp | 34.25%-22.3pp |
| Employer contribution / active EE | $4,736 | $3,401+39.3% | $2,731+73.4% | $3,034+56.1% |
| Participant deferral / active EE | $4,320 | $4,159+3.9% | $4,000+8.0% | $5,087-15.1% |
| Admin fee / account holder | -$7 | $103-106.4% | $3,998-100.2% | $269-102.4% |