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 |
|---|---|---|
SEI INVESTMENTS1 year Filed as: SEI INVESTMENTS COMPANY Service code 10 · EIN 23-1707341 | Accounting | $8,000 |
TIAA1 year Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 10 · EIN 13-1624203 | Accounting | $311 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,907 | $95,542-5.9% | $69,455+29.4% | $67,579+33.0% |
| Participation rate | 95.4% | 79.4%+16.0pp | 74.6%+20.8pp | 71.3%+24.1pp |
| Annual return | 15.14% | 17.67%-2.5pp | 28.97%-13.8pp | 378.56%-363.4pp |
| Employer contribution / active EE | $2,796 | $2,989-6.4% | $2,779+0.6% | $2,148+30.2% |
| Participant deferral / active EE | $3,870 | $3,263+18.6% | $3,535+9.5% | $3,539+9.4% |
| Admin fee / account holder | $12 | $90-87.1% | $3,839-99.7% | $142-91.9% |