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: PRINCIPAL Service code 15 | Recordkeeping | $17,235 |
TIAA1 year Service code 15 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping | $5,703 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,625 | $91,407+73.5% | $135,903+16.7% | $71,457+122.0% |
| Participation rate | 98.9% | 75.7%+23.2pp | 81.9%+17.0pp | 67.9%+30.9pp |
| Annual return | 301.52% | 29.90%+271.6pp | 68.23%+233.3pp | 28.85%+272.7pp |
| Employer contribution / active EE | $7,916 | $3,703+113.7% | $4,856+63.0% | $2,588+205.9% |
| Participant deferral / active EE | $8,072 | $7,092+13.8% | $7,758+4.0% | $4,289+88.2% |
| Admin fee / account holder | $102 | $1,266-91.9% | $10,762-99.1% | $1,587-93.6% |