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 |
|---|---|---|
Filed as: BANK OF ANN ARBOR Service code 16 · EIN 38-3252110 | Consulting | $14,055 |
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $13,006 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,145 | $48,230+174.0% | $67,502+95.8% | $80,856+63.4% |
| Participation rate | 95.7% | 66.4%+29.3pp | 72.9%+22.8pp | 67.6%+28.0pp |
| Annual return | 13.98% | 18.28%-4.3pp | 3512.12%-3498.1pp | 35.59%-21.6pp |
| Employer contribution / active EE | $3,452 | $2,020+70.9% | $2,731+26.4% | $2,755+25.3% |
| Participant deferral / active EE | $6,746 | $2,924+130.7% | $4,000+68.6% | $4,296+57.0% |
| Admin fee / account holder | $246 | $3,681-93.3% | $3,998-93.9% | $6,918-96.4% |