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 |
|---|---|---|
BUTZEL LONG1 year Service code 29 · EIN 38-2384883 | Legal | $7,741 |
TIAA6+ years Service code 13 · EIN 13-1624203 | Contract Administrator | $3,352 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,389 | $66,124+44.3% | $90,404+5.5% | $73,488+29.8% |
| Participation rate | 97.7% | 69.7%+28.0pp | 72.7%+25.0pp | 70.7%+27.0pp |
| Annual return | 15.06% | 17.65%-2.6pp | 1293.02%-1278.0pp | 28.51%-13.4pp |
| Employer contribution / active EE | $8,452 | $2,346+260.2% | $3,262+159.1% | $2,270+272.3% |
| Participant deferral / active EE | $0 | $3,039-100.0% | $3,963-100.0% | $3,740-100.0% |
| Admin fee / account holder | $36 | $396-91.0% | $5,611-99.4% | $513-93.0% |