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 |
|---|---|---|
TIAA5 years Service code 21 · EIN 13-1624203 | Bank Trustee | $51,850 |
MORISON COGEN LLP5 years Service code 10 · EIN 23-1406493 | Accounting | $10,492 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $189,582 | $60,323+214.3% | $81,812+131.7% | $74,495+154.5% |
| Participation rate | 98.1% | 62.9%+35.3pp | 72.3%+25.8pp | 67.2%+30.9pp |
| Annual return | 13.37% | 16.90%-3.5pp | 773.79%-760.4pp | 1364.94%-1351.6pp |
| Employer contribution / active EE | $7,244 | $2,620+176.5% | $2,912+148.7% | $2,623+176.2% |
| Participant deferral / active EE | $10,464 | $3,387+208.9% | $4,319+142.3% | $4,346+140.8% |
| Admin fee / account holder | $296 | $1,486-80.1% | $7,386-96.0% | $1,942-84.7% |