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 |
|---|---|---|
PRICEWATERHOUSECOOPERS LLP1+ years Service code 10 · EIN 13-4008324 | Accounting | $6,680 |
Filed as: ALLIANT RETIREMENT SERVICE Service code 10 · EIN 33-0785439 | Accounting | $5,000 |
TIAA1+ years Service code 60 · EIN 13-1624203 | Sub-TA Fees | $230 |
Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $21,577 | $85,199-74.7% | $57,179-62.3% | $63,975-66.3% |
| Participation rate | 94.9% | 74.0%+20.9pp | 75.3%+19.5pp | 71.1%+23.8pp |
| Annual return | 2.44% | 10.43%-8.0pp | 14.59%-12.1pp | 48.65%-46.2pp |
| Employer contribution / active EE | $2,979 | $3,446-13.5% | $2,682+11.1% | $2,182+36.6% |
| Participant deferral / active EE | $0 | $3,109-100.0% | $3,096-100.0% | $3,356-100.0% |
| Admin fee / account holder | $9 | $39-75.9% | $3,139-99.7% | $70-86.8% |