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 |
|---|---|---|
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $10,029 |
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 | $47,827 | $70,083-31.8% | $59,878-20.1% | $55,725-14.2% |
| Participation rate | 95.7% | 78.4%+17.4pp | 74.7%+21.0pp | 70.9%+24.9pp |
| Annual return | -3.28% | 3.13%-6.4pp | 3.46%-6.7pp | 244.93%-248.2pp |
| Employer contribution / active EE | $3,422 | $2,878+18.9% | $2,722+25.7% | $2,078+64.6% |
| Participant deferral / active EE | $2,109 | $3,079-31.5% | $3,402-38.0% | $3,356-37.1% |
| Admin fee / account holder | $11 | $70-84.4% | $3,590-99.7% | $115-90.5% |