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 |
|---|---|---|
Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 28 · EIN 36-4291971 | Investment Management | $18,000 |
TIAA2+ years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 15 · EIN 13-1624203 | Recordkeeping | $600 |
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 | $102,569 | $74,552+37.6% | $62,995+62.8% | $69,631+47.3% |
| Participation rate | 94.9% | 78.3%+16.6pp | 74.8%+20.1pp | 70.7%+24.2pp |
| Annual return | 13.58% | 15.77%-2.2pp | 87.57%-74.0pp | 27571.02%-27557.4pp |
| Employer contribution / active EE | $4,247 | $2,929+45.0% | $2,759+54.0% | $2,032+109.0% |
| Participant deferral / active EE | $5,452 | $2,974+83.3% | $3,329+63.8% | $3,224+69.1% |
| Admin fee / account holder | $22 | $59-62.5% | $3,600-99.4% | $110-79.8% |