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: FIDELITY INVSTMT INST. OPS. CO. LLC Service code 37 · EIN 04-2647786 | Loan Processing | $105,594 |
SYNTRINSIC, LLC2 years Service code 27 · EIN 92-2373066 | Advisory (Plan) | $101,857 |
TIAA5 years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 50 · EIN 13-1624203 ASSOCIATION OF AMERICA · NEW YORK, NY 100173206 | Direct Payment | $35,688 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,381 | $57,610+70.8% | $154,803-36.4% | $102,872-4.4% |
| Participation rate | 75.2% | 59.5%+15.7pp | 78.1%-2.9pp | 73.0%+2.2pp |
| Annual return | 14.33% | 30.49%-16.2pp | 58.88%-44.6pp | 19.06%-4.7pp |
| Employer contribution / active EE | $3,299 | $1,883+75.2% | $4,305-23.4% | $3,526-6.4% |
| Participant deferral / active EE | $4,867 | $2,914+67.0% | $5,540-12.2% | $5,535-12.1% |
| Admin fee / account holder | $50 | $368-86.3% | $14,329-99.6% | $292-82.8% |