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 |
|---|---|---|
TIAA1+ years Filed as: TIAA-CREF Service code 50 · EIN 13-1624203 | Direct Payment | $1,038 |
THE VANGUARD GROUP, INC.1+ years Service code 50 · EIN 23-1945930 | Direct Payment | $435 |
Service code 50 · EIN 04-2647786 | Direct Payment | $240 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $22,103 | $41,377-46.6% | $109,313-79.8% | $62,891-64.9% |
| Participation rate | 100.0% | 57.5%+42.5pp | 71.3%+28.7pp | 69.3%+30.7pp |
| Annual return | -1.09% | 11.05%-12.1pp | 22.07%-23.2pp | 20.14%-21.2pp |
| Employer contribution / active EE | $1,406 | $1,276+10.2% | $3,892-63.9% | $2,281-38.4% |
| Participant deferral / active EE | $2,740 | $2,045+34.0% | $3,166-13.5% | $3,203-14.4% |
| Admin fee / account holder | $13 | $2,884-99.6% | $5,666-99.8% | $4,296-99.7% |