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 27 · EIN 13-2638166 | Advisory (Plan) | $55,503 |
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $5,881 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,064 | $58,264+147.3% | $86,612+66.3% | $71,457+101.6% |
| Participation rate | 83.6% | 65.0%+18.6pp | 71.7%+11.9pp | 67.9%+15.7pp |
| Annual return | 13.82% | 21.63%-7.8pp | 591.07%-577.2pp | 28.85%-15.0pp |
| Employer contribution / active EE | $4,355 | $2,574+69.2% | $3,022+44.1% | $2,588+68.3% |
| Participant deferral / active EE | $6,120 | $3,436+78.1% | $4,438+37.9% | $4,289+42.7% |
| Admin fee / account holder | $105 | $1,057-90.1% | $5,614-98.1% | $1,587-93.4% |