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 |
|---|---|---|
TIAA2 years Service code 27 · EIN 13-1624203 | Advisory (Plan) | $126,963 |
Filed as: RELIASTAR LIFE INS. CO. Service code 64 · EIN 41-0451140 | Recordkeeping Fees | $1,016 |
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 | $159,548 | $120,057+32.9% | $75,696+110.8% | $93,030+71.5% |
| Participation rate | 97.6% | 77.3%+20.3pp | 74.8%+22.8pp | 73.9%+23.7pp |
| Annual return | 13.55% | 19.62%-6.1pp | 104.53%-91.0pp | 158.70%-145.2pp |
| Employer contribution / active EE | $9,811 | $3,253+201.6% | $2,743+257.7% | $2,706+262.6% |
| Participant deferral / active EE | $7,552 | $4,089+84.7% | $3,821+97.6% | $4,562+65.5% |
| Admin fee / account holder | $49 | $81-40.3% | $3,619-98.7% | $152-68.0% |