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 |
|---|---|---|
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $40,485 |
PLANPILOT, LLC6 years Service code 16 · EIN 45-4168388 | Consulting | $36,120 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,529 | $79,124+0.5% | $60,874+30.6% | $64,808+22.7% |
| Participation rate | 93.1% | 77.7%+15.4pp | 73.1%+20.0pp | 71.5%+21.7pp |
| Annual return | -10.54% | -7.13%-3.4pp | 16.90%-27.4pp | 32.82%-43.4pp |
| Employer contribution / active EE | $3,459 | $3,050+13.4% | $2,701+28.0% | $2,506+38.0% |
| Participant deferral / active EE | $4,702 | $3,725+26.2% | $3,817+23.2% | $4,310+9.1% |
| Admin fee / account holder | $60 | $106-43.2% | $3,224-98.1% | $188-68.0% |