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 |
|---|---|---|
Service code 28 · EIN 20-4683855 | Investment Management | $87,183 |
TIAA8 years Service code 15 · EIN 13-1624203 | Recordkeeping | $55,945 |
Service code 10 · EIN 25-1408703 | Accounting | $17,114 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,695 | $91,762+30.4% | $67,502+77.3% | $77,643+54.2% |
| Participation rate | 95.7% | 75.9%+19.8pp | 72.9%+22.8pp | 70.6%+25.1pp |
| Annual return | 11.42% | 14.87%-3.5pp | 3512.12%-3500.7pp | 31.24%-19.8pp |
| Employer contribution / active EE | $3,883 | $3,181+22.1% | $2,731+42.2% | $2,726+42.5% |
| Participant deferral / active EE | $6,024 | $3,903+54.3% | $4,000+50.6% | $4,647+29.6% |
| Admin fee / account holder | $255 | $176+45.0% | $3,998-93.6% | $430-40.7% |