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 |
|---|---|---|
TIAA7 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $19,424 |
FLEXPATH STRATEGIES, LLC1 year Service code 16 · EIN 46-4782313 | Consulting | $6,647 |
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 | $69,159 | $83,884-17.6% | $64,056+8.0% | $74,419-7.1% |
| Participation rate | 98.9% | 76.6%+22.3pp | 72.3%+26.6pp | 70.7%+28.2pp |
| Annual return | 15.12% | 16.57%-1.5pp | 33.69%-18.6pp | 34.38%-19.3pp |
| Employer contribution / active EE | $1,087 | $3,084-64.8% | $2,747-60.4% | $2,637-58.8% |
| Participant deferral / active EE | $2,417 | $3,692-34.5% | $3,880-37.7% | $4,528-46.6% |
| Admin fee / account holder | $31 | $196-84.2% | $3,068-99.0% | $348-91.1% |