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 |
|---|---|---|
BRAVERA WEALTH5 years Service code 15 · EIN 45-0436653 401 N 4TH ST · BISMARCK, ND 58501 | Recordkeeping | $207,943 |
TIAA5 years Filed as: TIAA - TEACHERS INSURANCE & ANNUITY Service code 49 · EIN 13-1624203 730 3RD AVE · NEW YORK, NY 100173206 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,285 | $93,351+21.4% | $62,929+80.0% | $79,634+42.3% |
| Participation rate | 83.0% | 74.6%+8.3pp | 73.1%+9.8pp | 62.5%+20.5pp |
| Annual return | 16.41% | 14.37%+2.0pp | 1063.93%-1047.5pp | 36.46%-20.0pp |
| Employer contribution / active EE | $3,567 | $3,135+13.8% | $2,505+42.4% | $2,529+41.0% |
| Participant deferral / active EE | $4,948 | $3,921+26.2% | $3,888+27.2% | $3,835+29.0% |
| Admin fee / account holder | $290 | $229+26.6% | $5,065-94.3% | $1,002-71.1% |