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 |
|---|---|---|
TIAA6+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $69,471 |
Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 28 · EIN 36-4291971 | Investment Management | $18,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,944 | $84,948+21.2% | $70,449+46.1% | $73,409+40.2% |
| Participation rate | 90.4% | 79.9%+10.4pp | 75.1%+15.3pp | 72.2%+18.2pp |
| Annual return | 12.26% | 13.39%-1.1pp | 109.03%-96.8pp | 59.29%-47.0pp |
| Employer contribution / active EE | $2,893 | $2,834+2.1% | $2,737+5.7% | $2,234+29.5% |
| Participant deferral / active EE | $4,882 | $3,387+44.1% | $3,709+31.6% | $3,805+28.3% |
| Admin fee / account holder | $85 | $98-13.4% | $3,845-97.8% | $158-46.2% |