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 |
|---|---|---|
ASCENSUS LLC1 year Filed as: ACCESS RETIREMENT SERVICES, LLC Service code 15 · EIN 62-1700633 190D SAUDERSVILLE RD., SUITE 4004 · HENDERSONVILLE, TN 37075 | Recordkeeping | $24,794 |
Service code 15 · EIN 35-0145825 PO BOX 6123 · INDIANAPOLIS, IN 462066123 | Recordkeeping | $280 |
TIAA9+ years Service code 13 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Contract Administrator | $0 |
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 | $30,451 | $69,763-56.4% | $67,502-54.9% | $74,495-59.1% |
| Participation rate | 72.2% | 71.4%+0.8pp | 72.9%-0.7pp | 67.2%+5.0pp |
| Annual return | 9.63% | -40.34%+50.0pp | 3512.12%-3502.5pp | 1364.94%-1355.3pp |
| Employer contribution / active EE | $2,335 | $2,704-13.6% | $2,731-14.5% | $2,623-11.0% |
| Participant deferral / active EE | $0 | $3,636-100.0% | $4,000-100.0% | $4,346-100.0% |
| Admin fee / account holder | $225 | $896-74.9% | $3,998-94.4% | $1,942-88.4% |