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 |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $102,595 |
PLANPILOT, LLC9 years Service code 16 · EIN 45-4168388 | Consulting | $40,631 |
FORVIS MAZARS, LLP2 years Filed as: FORVIS MAZARS LLP Service code 10 · EIN 44-0160260 | Accounting | $14,375 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,495 | $96,018+19.2% | $65,493+74.8% | $85,563+33.8% |
| Participation rate | 95.8% | 74.8%+21.0pp | 73.1%+22.7pp | 66.0%+29.8pp |
| Annual return | 14.05% | 14.51%-0.5pp | 982.45%-968.4pp | 31.51%-17.5pp |
| Employer contribution / active EE | $4,181 | $3,235+29.3% | $2,574+62.4% | $2,654+57.6% |
| Participant deferral / active EE | $5,612 | $4,055+38.4% | $3,961+41.7% | $4,375+28.3% |
| Admin fee / account holder | $138 | $271-48.9% | $5,028-97.2% | $834-83.4% |