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 |
|---|---|---|
Service code 27 · EIN 20-5322603 | Advisory (Plan) | $48,215 |
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $33,399 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,767 | $47,126+14.1% | $149,673-64.1% | $74,419-27.8% |
| Participation rate | 96.8% | 63.4%+33.4pp | 78.8%+18.1pp | 70.7%+26.1pp |
| Annual return | 19.48% | 22.75%-3.3pp | 134.42%-114.9pp | 34.38%-14.9pp |
| Employer contribution / active EE | $2,070 | $1,905+8.6% | $4,818-57.0% | $2,637-21.5% |
| Participant deferral / active EE | $3,823 | $2,728+40.1% | $5,680-32.7% | $4,528-15.6% |
| Admin fee / account holder | $68 | $343-80.1% | $13,210-99.5% | $348-80.4% |