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 9-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 15 · EIN 13-1624203 | Recordkeeping | $2,584 |
Filed as: FIDELITY INV INS OPS CO., INC. Service code 50 · EIN 04-2647786 | Direct Payment | $20 |
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 | $48,939 | $74,552-34.4% | $62,995-22.3% | $69,631-29.7% |
| Participation rate | 95.4% | 78.3%+17.1pp | 74.8%+20.6pp | 70.7%+24.7pp |
| Annual return | 14.13% | 15.77%-1.6pp | 87.57%-73.4pp | 27571.02%-27556.9pp |
| Employer contribution / active EE | $3,009 | $2,929+2.7% | $2,759+9.1% | $2,032+48.1% |
| Participant deferral / active EE | $1,866 | $2,974-37.3% | $3,329-44.0% | $3,224-42.1% |
| Admin fee / account holder | $3 | $59-94.2% | $3,600-99.9% | $110-96.9% |