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 |
|---|---|---|
TIAA1 year Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Recordkeeping Fees | $23,133 |
Service code 15 · EIN 56-1981693 280 S. MANGUM ST. 550 · DURHAM, NC 277013683 | Recordkeeping | $21,902 |
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 | $126,612 | $95,542+32.5% | $69,455+82.3% | $67,579+87.4% |
| Participation rate | 95.6% | 79.4%+16.3pp | 74.6%+21.0pp | 71.3%+24.4pp |
| Annual return | 16.89% | 17.67%-0.8pp | 28.97%-12.1pp | 378.56%-361.7pp |
| Employer contribution / active EE | $4,391 | $2,989+46.9% | $2,779+58.0% | $2,148+104.4% |
| Participant deferral / active EE | $5,072 | $3,263+55.4% | $3,535+43.5% | $3,539+43.3% |
| Admin fee / account holder | $79 | $90-12.1% | $3,839-97.9% | $142-44.5% |