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 |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $58,792 |
NFP RETIREMENT INC2 years Filed as: NFP Service code 99 · EIN 33-0905143 | Other Fees | $36,325 |
TIAA1 year Filed as: TIAA - TEACHERS INSURANCE & ANNUITY Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $108 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,044 | $69,763+42.0% | $67,502+46.7% | $74,495+33.0% |
| Participation rate | 99.2% | 71.4%+27.8pp | 72.9%+26.3pp | 67.2%+32.0pp |
| Annual return | 13.31% | -40.34%+53.7pp | 3512.12%-3498.8pp | 1364.94%-1351.6pp |
| Employer contribution / active EE | $3,287 | $2,704+21.6% | $2,731+20.4% | $2,623+25.3% |
| Participant deferral / active EE | $4,842 | $3,636+33.2% | $4,000+21.1% | $4,346+11.4% |
| Admin fee / account holder | $264 | $896-70.5% | $3,998-93.4% | $1,942-86.4% |