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 year Filed as: TIAA-CREF Service code 18 · EIN 13-1624203 | Participant loan processing; Recordke... | $74,066 |
Filed as: MERRILL LYNCH PFS INCORPORATED Service code 27 · EIN 13-5674085 | Advisory (Plan) | $45,000 |
INVESCO4 years Filed as: INVESCO ADVISERS, INC. Service code 50 · EIN 58-1707262 | Direct Payment | $330 |
AMERICAN FUNDS8+ years Service code 50 P.O. BOX 6007 · INDIANAPOLIS, IN 462066007 | Direct Payment | $310 |
Filed as: MASSACHUSETTS FINANCIAL SVC. CO. Service code 50 · EIN 04-2747644 | Direct Payment | $100 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,274 | $83,884-41.3% | $64,056-23.1% | $74,419-33.8% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.3%+27.7pp | 70.7%+29.3pp |
| Annual return | 9.61% | 16.57%-7.0pp | 33.69%-24.1pp | 34.38%-24.8pp |
| Employer contribution / active EE | $1,408 | $3,084-54.3% | $2,747-48.7% | $2,637-46.6% |
| Participant deferral / active EE | $2,350 | $3,692-36.4% | $3,880-39.4% | $4,528-48.1% |
| Admin fee / account holder | $135 | $196-31.4% | $3,068-95.6% | $348-61.3% |