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 |
|---|---|---|
TIAA7 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $52,275 |
PLANPILOT, LLC3 years Service code 27 · EIN 45-4168388 | Advisory (Plan) | $33,525 |
VALIC RETIREMENT SERVICES COMPANY10+ years Filed as: VALIC Service code 58 · EIN 74-1625348 | Product termination fees (surrender c... | $14,408 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,897 | $91,621-32.4% | $67,511-8.3% | $77,671-20.3% |
| Participation rate | 91.9% | 76.0%+15.9pp | 72.9%+19.0pp | 70.6%+21.3pp |
| Annual return | 11.70% | 14.87%-3.2pp | 3517.41%-3505.7pp | 31.21%-19.5pp |
| Employer contribution / active EE | $3,099 | $3,184-2.7% | $2,733+13.4% | $2,726+13.6% |
| Participant deferral / active EE | $2,884 | $3,906-26.2% | $4,000-27.9% | $4,648-37.9% |
| Admin fee / account holder | $19 | $176-89.2% | $3,999-99.5% | $430-95.6% |