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 |
|---|---|---|
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $27,176 |
WATKINS ROSS1 year Filed as: WATKINS, ROSS & CO. Service code 13 200 OTTAWA AVE NW, STE 600 · GRAND RAPIDS, MI 495032426 | Contract Administrator | $8,762 |
Filed as: FIDELITY INV. INST. OPS. CO., INC. Service code 50 · EIN 04-2647786 | Direct Payment | $1,200 |
Service code 12 · EIN 13-3689044 | Shareholder servicing fees; Participa... | $60 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 50 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Direct Payment | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,472 | $60,989+7.4% | $60,874+7.6% | $66,914-2.2% |
| Participation rate | 98.7% | 74.5%+24.2pp | 73.1%+25.6pp | 69.8%+28.9pp |
| Annual return | -14.61% | -9.60%-5.0pp | 16.90%-31.5pp | 1.58%-16.2pp |
| Employer contribution / active EE | $3,111 | $2,661+16.9% | $2,701+15.2% | $2,544+22.3% |
| Participant deferral / active EE | $3,253 | $3,615-10.0% | $3,817-14.8% | $4,237-23.2% |
| Admin fee / account holder | $89 | $338-73.6% | $3,224-97.2% | $593-85.0% |