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 |
|---|---|---|
TIAA1 year Service code 27 · EIN 13-1624203 | Advisory (Plan) | $130,431 |
Filed as: RELIASTAR LIFE INS. CO. Service code 64 · EIN 41-0451140 | Recordkeeping Fees | $1,286 |
Filed as: FIDELITY INVESTMENTS Service code 50 · EIN 04-2647786 | Direct Payment | $72 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $140,756 | $105,581+33.3% | $70,449+99.8% | $90,288+55.9% |
| Participation rate | 98.4% | 77.5%+20.8pp | 75.1%+23.3pp | 73.4%+25.0pp |
| Annual return | 14.98% | 14.78%+0.2pp | 109.03%-94.1pp | 53.97%-39.0pp |
| Employer contribution / active EE | $9,383 | $3,304+184.0% | $2,737+242.9% | $2,524+271.7% |
| Participant deferral / active EE | $6,806 | $3,813+78.5% | $3,709+83.5% | $4,232+60.8% |
| Admin fee / account holder | $51 | $68-25.0% | $3,845-98.7% | $114-55.6% |