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 |
|---|---|---|
TIAA9 years Service code 15 · EIN 13-1624203 | Recordkeeping | $97,474 |
PLANPILOT, LLC11+ years Service code 27 · EIN 45-4168388 | Advisory (Plan) | $60,932 |
FORVIS MAZARS, LLP1 year Service code 10 · EIN 44-0160260 | Accounting | $20,737 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,541 | $96,018+44.3% | $65,493+111.5% | $85,563+61.9% |
| Participation rate | 85.1% | 74.8%+10.3pp | 73.1%+12.1pp | 66.0%+19.2pp |
| Annual return | 14.92% | 14.51%+0.4pp | 982.45%-967.5pp | 31.51%-16.6pp |
| Employer contribution / active EE | $5,980 | $3,235+84.8% | $2,574+132.3% | $2,654+125.4% |
| Participant deferral / active EE | $2,919 | $4,055-28.0% | $3,961-26.3% | $4,375-33.3% |
| Admin fee / account holder | $206 | $271-23.7% | $5,028-95.9% | $834-75.3% |