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 |
|---|---|---|
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $50,531 |
Filed as: FIDELITY INV. INST. OPS. CO., INC. Service code 50 · EIN 04-2647786 | Direct Payment | $1,315 |
Service code 12 · EIN 13-3689044 | Claims processing; Direct payment fro... | $143 |
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 | $94,342 | $65,322+44.4% | $70,449+33.9% | $73,488+28.4% |
| Participation rate | 96.3% | 77.0%+19.3pp | 75.1%+21.2pp | 70.7%+25.6pp |
| Annual return | 16.48% | 15.71%+0.8pp | 109.03%-92.5pp | 28.51%-12.0pp |
| Employer contribution / active EE | $4,093 | $2,460+66.4% | $2,737+49.6% | $2,270+80.3% |
| Participant deferral / active EE | $4,439 | $3,375+31.5% | $3,709+19.7% | $3,740+18.7% |
| Admin fee / account holder | $142 | $214-33.6% | $3,845-96.3% | $513-72.3% |