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 INVESTMENTS2 years Filed as: SEI INVESTMENTS COMPANY Service code 10 · EIN 23-1707341 | Accounting | $6,000 |
TIAA2 years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 10 · EIN 13-1624203 | Accounting | $787 |
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 | $97,983 | $84,948+15.3% | $70,449+39.1% | $73,409+33.5% |
| Participation rate | 95.7% | 79.9%+15.8pp | 75.1%+20.7pp | 72.2%+23.6pp |
| Annual return | 11.71% | 13.39%-1.7pp | 109.03%-97.3pp | 59.29%-47.6pp |
| Employer contribution / active EE | $1,931 | $2,834-31.9% | $2,737-29.4% | $2,234-13.6% |
| Participant deferral / active EE | $4,473 | $3,387+32.1% | $3,709+20.6% | $3,805+17.5% |
| Admin fee / account holder | $14 | $98-86.2% | $3,845-99.6% | $158-91.4% |