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 |
|---|---|---|
TIAA6 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $33,569 |
AMERICAN FUNDS6 years Filed as: CAPITAL ASSET ADVISORY SERVICES Service code 27 · EIN 38-3470125 | Advisory (Plan) | $23,404 |
Filed as: FIDELITY INVESTMENTS Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $96 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,120 | $69,763+55.0% | $67,502+60.2% | $74,495+45.1% |
| Participation rate | 96.9% | 71.4%+25.5pp | 72.9%+24.0pp | 67.2%+29.7pp |
| Annual return | 11.29% | -40.34%+51.6pp | 3512.12%-3500.8pp | 1364.94%-1353.7pp |
| Employer contribution / active EE | $2,159 | $2,704-20.2% | $2,731-20.9% | $2,623-17.7% |
| Participant deferral / active EE | $3,430 | $3,636-5.7% | $4,000-14.2% | $4,346-21.1% |
| Admin fee / account holder | $135 | $896-84.9% | $3,998-96.6% | $1,942-93.0% |