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 |
|---|---|---|
TIAA3+ years Service code 13 · EIN 13-1624203 | Contract Administrator | $1,231 |
GUIDESTONE FINANCIAL RESOURCES3+ years Service code 13 · EIN 75-0939949 | Contract Administrator | $415 |
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 | $0 | $57,976-100.0% | $62,995-100.0% | $62,292-100.0% |
| Participation rate | 0.0% | 75.9%-75.9pp | 74.8%-74.8pp | 69.5%-69.5pp |
| Annual return | 14.02% | 17.54%-3.5pp | 87.57%-73.5pp | 28.90%-14.9pp |
| Employer contribution / active EE | $2,420 | $2,415+0.2% | $2,759-12.3% | $2,042+18.5% |
| Participant deferral / active EE | $1,773 | $2,956-40.0% | $3,329-46.7% | $3,169-44.0% |
| Admin fee / account holder | $0 | $276-100.0% | $3,600-100.0% | $479-100.0% |