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 |
|---|---|---|
TIAA3 years Service code 27 · EIN 13-1624203 | Advisory (Plan) | $107,234 |
Filed as: RELIASTAR LIFE INS. CO. Service code 64 · EIN 41-0451140 | Recordkeeping Fees | $152 |
Filed as: FIDELITY INVESTMENTS Service code 60 · EIN 04-2647786 | Sub-TA Fees | $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 | $138,199 | $98,780+39.9% | $60,874+127.0% | $77,904+77.4% |
| Participation rate | 97.3% | 76.7%+20.6pp | 73.1%+24.2pp | 73.7%+23.6pp |
| Annual return | -12.71% | -11.56%-1.2pp | 16.90%-29.6pp | 12.21%-24.9pp |
| Employer contribution / active EE | $9,760 | $3,605+170.8% | $2,701+261.3% | $2,848+242.7% |
| Participant deferral / active EE | $7,542 | $4,200+79.6% | $3,817+97.6% | $4,806+56.9% |
| Admin fee / account holder | $40 | $89-55.3% | $3,224-98.8% | $133-70.1% |