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 6-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 |
|---|---|---|
TIAA1 year Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping | $42,211 |
Filed as: BEACON POINTE ADVISORS Service code 27 · EIN 68-0488677 24 CORPORATE PLAZA DRIVE, STE 150 · NEWPORT BEACH, CA 926607965 | Advisory (Plan) | $36,004 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,027 | $91,762-13.9% | $67,502+17.1% | $77,643+1.8% |
| Participation rate | 97.8% | 75.9%+21.9pp | 72.9%+24.9pp | 70.6%+27.2pp |
| Annual return | 14.58% | 14.87%-0.3pp | 3512.12%-3497.5pp | 31.24%-16.7pp |
| Employer contribution / active EE | $3,211 | $3,181+0.9% | $2,731+17.6% | $2,726+17.8% |
| Participant deferral / active EE | $4,693 | $3,903+20.2% | $4,000+17.3% | $4,647+1.0% |
| Admin fee / account holder | $99 | $176-43.7% | $3,998-97.5% | $430-77.0% |