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 |
|---|---|---|
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $77,525 |
PLANPILOT, LLC7 years Service code 16 · EIN 45-4168388 | Consulting | $37,565 |
FORVIS MAZARS, LLP1 year Filed as: FORVIS LLP Service code 10 · EIN 44-0160260 | Accounting | $11,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,701 | $83,884+4.5% | $64,056+36.9% | $74,419+17.8% |
| Participation rate | 97.3% | 76.6%+20.7pp | 72.3%+25.0pp | 70.7%+26.6pp |
| Annual return | 13.35% | 16.57%-3.2pp | 33.69%-20.3pp | 34.38%-21.0pp |
| Employer contribution / active EE | $3,536 | $3,084+14.7% | $2,747+28.7% | $2,637+34.1% |
| Participant deferral / active EE | $4,901 | $3,692+32.8% | $3,880+26.3% | $4,528+8.2% |
| Admin fee / account holder | $100 | $196-49.2% | $3,068-96.8% | $348-71.3% |