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 |
|---|---|---|
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $65,769 |
Service code 17 · EIN 75-3204798 | Pension Consulting | $35,654 |
BAKER TILLY US, LLP5 years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 39-0859910 | Accounting | $17,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,331 | $79,124+35.6% | $60,874+76.3% | $64,808+65.6% |
| Participation rate | 98.0% | 77.7%+20.2pp | 73.1%+24.8pp | 71.5%+26.5pp |
| Annual return | -11.28% | -7.13%-4.2pp | 16.90%-28.2pp | 32.82%-44.1pp |
| Employer contribution / active EE | $4,494 | $3,050+47.4% | $2,701+66.4% | $2,506+79.4% |
| Participant deferral / active EE | $3,701 | $3,725-0.7% | $3,817-3.0% | $4,310-14.1% |
| Admin fee / account holder | $114 | $106+8.1% | $3,224-96.5% | $188-39.2% |