See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Filed as: TIAA - CREF Service code 13 730 THIRD AVE · NEW YORK, NY 100173206 | Contract Administrator | $23,965 |
FLEXPATH STRATEGIES, LLC1 year Service code 16 120 VANTIS DR STE 400 · ALISO VIEJO, CA 92656 | Consulting | $23,219 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,859 | $83,884+79.8% | $64,056+135.5% | $74,419+102.7% |
| Participation rate | 97.9% | 76.6%+21.3pp | 72.3%+25.6pp | 70.7%+27.2pp |
| Annual return | 15.02% | 16.57%-1.6pp | 33.69%-18.7pp | 34.38%-19.4pp |
| Employer contribution / active EE | $4,173 | $3,084+35.3% | $2,747+51.9% | $2,637+58.2% |
| Participant deferral / active EE | $4,410 | $3,692+19.5% | $3,880+13.7% | $4,528-2.6% |
| Admin fee / account holder | $39 | $196-80.4% | $3,068-98.7% | $348-88.9% |