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 |
|---|---|---|
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 13 · EIN 82-1434504 | Contract Administrator | $19,967 |
TIAA3 years Filed as: TIAA-TEACHERS INSUR & ANNUITY ASSOC Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $6,471 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,438 | $48,230+158.0% | $67,502+84.3% | $80,856+53.9% |
| Participation rate | 87.3% | 66.4%+21.0pp | 72.9%+14.5pp | 67.6%+19.7pp |
| Annual return | 13.24% | 18.28%-5.0pp | 3512.12%-3498.9pp | 35.59%-22.3pp |
| Employer contribution / active EE | $2,951 | $2,020+46.1% | $2,731+8.1% | $2,755+7.1% |
| Participant deferral / active EE | $4,041 | $2,924+38.2% | $4,000+1.0% | $4,296-5.9% |
| Admin fee / account holder | $196 | $3,681-94.7% | $3,998-95.1% | $6,918-97.2% |