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 |
|---|---|---|
TIAA2 years Filed as: TIAA - CREF Service code 13 730 THIRD AVE · NEW YORK, NY 100173206 | Contract Administrator | $31,117 |
FLEXPATH STRATEGIES, LLC2 years Service code 16 120 VANTIS DR STE 400 · ALISO VIEJO, CA 92656 | Consulting | $27,858 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,649 | $91,762+80.5% | $67,502+145.4% | $77,643+113.3% |
| Participation rate | 96.8% | 75.9%+20.9pp | 72.9%+23.9pp | 70.6%+26.2pp |
| Annual return | 13.57% | 14.87%-1.3pp | 3512.12%-3498.6pp | 31.24%-17.7pp |
| Employer contribution / active EE | $5,800 | $3,181+82.3% | $2,731+112.4% | $2,726+112.8% |
| Participant deferral / active EE | $6,158 | $3,903+57.8% | $4,000+53.9% | $4,647+32.5% |
| Admin fee / account holder | $58 | $176-67.0% | $3,998-98.5% | $430-86.5% |