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 |
|---|---|---|
TIAA8 years Service code 15 · EIN 13-1624203 | Recordkeeping | $85,869 |
PLANPILOT, LLC10+ years Service code 27 · EIN 45-4168388 | Advisory (Plan) | $56,534 |
BALLAST, INC9 years Service code 27 · EIN 26-1835420 | Advisory (Plan) | $8,981 |
FORVIS, LLP1 year Filed as: FORVIS, MAZARS LLP Service code 10 · EIN 44-0160260 | Accounting | $7,087 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,945 | $91,621+38.6% | $67,511+88.0% | $77,671+63.4% |
| Participation rate | 91.1% | 76.0%+15.1pp | 72.9%+18.2pp | 70.6%+20.5pp |
| Annual return | 12.24% | 14.87%-2.6pp | 3517.41%-3505.2pp | 31.21%-19.0pp |
| Employer contribution / active EE | $5,541 | $3,184+74.1% | $2,733+102.8% | $2,726+103.2% |
| Participant deferral / active EE | $2,802 | $3,906-28.3% | $4,000-30.0% | $4,648-39.7% |
| Admin fee / account holder | $179 | $176+1.7% | $3,999-95.5% | $430-58.3% |