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 |
|---|---|---|
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $16,266 |
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 | $56,300 | $95,542-41.1% | $69,455-18.9% | $67,579-16.7% |
| Participation rate | 97.9% | 79.4%+18.5pp | 74.6%+23.3pp | 71.3%+26.6pp |
| Annual return | 16.96% | 17.67%-0.7pp | 28.97%-12.0pp | 378.56%-361.6pp |
| Employer contribution / active EE | $3,319 | $2,989+11.1% | $2,779+19.4% | $2,148+54.5% |
| Participant deferral / active EE | $2,205 | $3,263-32.4% | $3,535-37.6% | $3,539-37.7% |
| Admin fee / account holder | $18 | $90-79.9% | $3,839-99.5% | $142-87.3% |