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 | $69,745+42.0% | $67,511+46.7% | $74,546+32.9% |
| Participation rate | 99.2% | 71.3%+27.8pp | 72.9%+26.3pp | 67.2%+32.0pp |
| Annual return | 13.31% | -40.37%+53.7pp | 3517.41%-3504.1pp | 1366.03%-1352.7pp |
| Employer contribution / active EE | $3,287 | $2,705+21.5% | $2,733+20.3% | $2,624+25.3% |
| Participant deferral / active EE | $4,842 | $3,636+33.2% | $4,000+21.0% | $4,347+11.4% |
| Admin fee / account holder | $264 | $894-70.5% | $3,999-93.4% | $1,944-86.4% |