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 9-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 |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $24,215 |
Filed as: CBIZ INVESTMENT ADVISORY SRVCS LLC Service code 28 · EIN 81-3968784 | Investment Management | $10,725 |
WEGMANN DAZET & COMPANY1 year Filed as: WEGMANN DAZET, APC Service code 10 · EIN 72-0870824 | Accounting | $9,100 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,385 | $79,124+49.6% | $60,874+94.5% | $64,808+82.7% |
| Participation rate | 84.8% | 77.7%+7.1pp | 73.1%+11.7pp | 71.5%+13.4pp |
| Annual return | -7.84% | -7.13%-0.7pp | 16.90%-24.7pp | 32.82%-40.7pp |
| Employer contribution / active EE | $0 | $3,050-100.0% | $2,701-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $5,879 | $3,725+57.8% | $3,817+54.0% | $4,310+36.4% |
| Admin fee / account holder | $75 | $106-28.7% | $3,224-97.7% | $188-59.9% |