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 |
|---|---|---|
Filed as: FIDELITY INV. INS. OPER. CO. INC. Service code 37 · EIN 04-2647786 | Loan Processing | $972 |
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $461 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,911 | $74,552+13.9% | $62,995+34.8% | $69,631+21.9% |
| Participation rate | 95.0% | 78.3%+16.7pp | 74.8%+20.2pp | 70.7%+24.3pp |
| Annual return | 14.06% | 15.77%-1.7pp | 87.57%-73.5pp | 27571.02%-27557.0pp |
| Employer contribution / active EE | $3,362 | $2,929+14.8% | $2,759+21.9% | $2,032+65.4% |
| Participant deferral / active EE | $3,578 | $2,974+20.3% | $3,329+7.5% | $3,224+11.0% |
| Admin fee / account holder | $2 | $59-97.4% | $3,600-100.0% | $110-98.6% |