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 | $63,158 |
Filed as: FIDELITY INV. INST. OPS. CO., INC. Service code 50 · EIN 04-2647786 | Direct Payment | $1,235 |
Service code 12 · EIN 13-3689044 | Recordkeeping fees; Shareholder servi... | $130 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,243 | $74,706+40.9% | $75,696+39.0% | $79,386+32.6% |
| Participation rate | 95.6% | 75.3%+20.2pp | 74.8%+20.8pp | 70.7%+24.9pp |
| Annual return | 13.56% | 18.52%-5.0pp | 104.53%-91.0pp | 116.85%-103.3pp |
| Employer contribution / active EE | $3,669 | $2,590+41.7% | $2,743+33.8% | $2,427+51.2% |
| Participant deferral / active EE | $3,996 | $3,533+13.1% | $3,821+4.6% | $4,046-1.2% |
| Admin fee / account holder | $258 | $374-31.1% | $3,619-92.9% | $626-58.8% |