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 |
|---|---|---|
TIAA2 years Filed as: TIAA-CREF Service code 18 · EIN 13-1624203 | Custodial (other than securities); In... | $59,274 |
Filed as: MERRILL LYNCH PFS INCORPORATED Service code 27 · EIN 13-5674085 | Advisory (Plan) | $45,000 |
INVESCO5 years Filed as: INVESCO ADVISERS, INC. Service code 50 · EIN 58-1707262 | Direct Payment | $330 |
AMERICAN FUNDS9+ years Service code 50 P.O. BOX 6007 · INDIANAPOLIS, IN 462066007 | Direct Payment | $290 |
Filed as: MASSACHUSETTS FINANCIAL SVC. CO. Service code 50 · EIN 04-2747644 | Direct Payment | $75 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,291 | $91,762-41.9% | $67,502-21.1% | $77,643-31.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.9%+27.1pp | 70.6%+29.4pp |
| Annual return | 17.82% | 14.87%+3.0pp | 3512.12%-3494.3pp | 31.24%-13.4pp |
| Employer contribution / active EE | $1,200 | $3,181-62.3% | $2,731-56.0% | $2,726-56.0% |
| Participant deferral / active EE | $2,165 | $3,903-44.5% | $4,000-45.9% | $4,647-53.4% |
| Admin fee / account holder | $111 | $176-36.7% | $3,998-97.2% | $430-74.1% |