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 |
|---|---|---|
PAYCHEX, INC.1 year Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $11,644 |
TIAA1 year Filed as: TIAA TEACHERS INSURANCE AND ANNUITY Service code 13 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Contract Administrator | $11 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $45,480 | $101,317-55.1% | $146,958-69.1% | $74,495-38.9% |
| Participation rate | 82.8% | 75.5%+7.3pp | 82.2%+0.6pp | 67.2%+15.6pp |
| Annual return | 11.77% | 8730.91%-8719.1pp | 418.34%-406.6pp | 1364.94%-1353.2pp |
| Employer contribution / active EE | $1,970 | $3,810-48.3% | $4,933-60.1% | $2,623-24.9% |
| Participant deferral / active EE | $2,936 | $7,303-59.8% | $8,070-63.6% | $4,346-32.4% |
| Admin fee / account holder | $71 | $1,739-95.9% | $12,998-99.5% | $1,942-96.3% |