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 |
|---|---|---|
TIAA3 years Filed as: TIAA - CREF Service code 13 730 THIRD AVE · NEW YORK, NY 100173206 | Contract Administrator | $33,667 |
FLEXPATH STRATEGIES, LLC3 years Service code 16 120 VANTIS DR STE 400 · ALISO VIEJO, CA 92656 | Consulting | $30,736 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,255 | $67,984+160.7% | $65,493+170.6% | $74,304+138.6% |
| Participation rate | 97.1% | 66.3%+30.8pp | 73.1%+24.0pp | 60.3%+36.8pp |
| Annual return | 13.35% | 19.87%-6.5pp | 982.45%-969.1pp | 29.43%-16.1pp |
| Employer contribution / active EE | $6,397 | $2,491+156.8% | $2,574+148.5% | $2,241+185.4% |
| Participant deferral / active EE | $6,768 | $3,346+102.3% | $3,961+70.9% | $3,767+79.7% |
| Admin fee / account holder | $64 | $1,373-95.3% | $5,028-98.7% | $2,969-97.8% |