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 | $118,839 |
Filed as: RELIASTAR LIFE INS. CO. Service code 64 · EIN 41-0451140 | Recordkeeping Fees | $1,015 |
Filed as: FIDELITY INVESTMENTS Service code 50 · EIN 04-2647786 | Direct Payment | $72 |
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 | $180,542 | $113,293+59.4% | $67,502+167.5% | $199,593-9.5% |
| Participation rate | 99.0% | 73.3%+25.7pp | 72.9%+26.1pp | 72.0%+27.0pp |
| Annual return | 13.82% | 15.88%-2.1pp | 3512.12%-3498.3pp | 34.25%-20.4pp |
| Employer contribution / active EE | $10,801 | $3,401+217.6% | $2,731+295.5% | $3,034+256.0% |
| Participant deferral / active EE | $8,329 | $4,159+100.3% | $4,000+108.2% | $5,087+63.7% |
| Admin fee / account holder | $42 | $103-58.6% | $3,998-98.9% | $269-84.2% |