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 64 · EIN 13-1624203 | Recordkeeping Fees | $52,271 |
PLANPILOT, LLC4 years Service code 27 · EIN 45-4168388 | Advisory (Plan) | $20,263 |
VALIC RETIREMENT SERVICES COMPANY11+ years Filed as: VALIC Service code 58 · EIN 74-1625348 | Recordkeeping fees; Product terminati... | $5,124 |
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 | $75,791 | $96,018-21.1% | $65,493+15.7% | $85,563-11.4% |
| Participation rate | 88.3% | 74.8%+13.4pp | 73.1%+15.2pp | 66.0%+22.3pp |
| Annual return | 15.29% | 14.51%+0.8pp | 982.45%-967.2pp | 31.51%-16.2pp |
| Employer contribution / active EE | $3,322 | $3,235+2.7% | $2,574+29.0% | $2,654+25.2% |
| Participant deferral / active EE | $3,306 | $4,055-18.5% | $3,961-16.5% | $4,375-24.4% |
| Admin fee / account holder | $18 | $271-93.5% | $5,028-99.6% | $834-97.9% |