Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 |
|---|---|---|
TIAA10+ years Service code 15 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping | $31,692 |
FLEXPATH STRATEGIES, LLC4 years Filed as: FLEXPATH STRATEGIES LLC Service code 27 · EIN 46-4782313 120 VANTIS DRIVE · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $28,485 |
NFP RETIREMENT INC6 years Filed as: NFP RETIREMENT, INC Service code 27 · EIN 33-0905143 120 VANTIS DRIVE · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $17,514 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,294 | $91,621-2.5% | $67,511+32.3% | $77,671+15.0% |
| Participation rate | 94.2% | 76.0%+18.3pp | 72.9%+21.4pp | 70.6%+23.7pp |
| Annual return | 11.08% | 14.87%-3.8pp | 3517.41%-3506.3pp | 31.21%-20.1pp |
| Employer contribution / active EE | $1,765 | $3,184-44.6% | $2,733-35.4% | $2,726-35.3% |
| Participant deferral / active EE | $2,733 | $3,906-30.0% | $4,000-31.7% | $4,648-41.2% |
| Admin fee / account holder | $112 | $176-36.4% | $3,999-97.2% | $430-73.9% |