See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $37,039 |
Filed as: RESOURCES INVESTMENT ADVISORS INC Service code 27 · EIN 45-1451524 | Advisory (Plan) | $34,504 |
TIAA7+ years Filed as: TIAA-TEACHERS INS & ANNUITY ASSOC Service code 13 · EIN 13-1624203 | Contract Administrator | $6,978 |
Filed as: VARIABLE ANNUITY LIFE INS CO Service code 13 · EIN 74-1624348 | Contract Administrator | $155 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,480 | $79,124-17.2% | $60,874+7.6% | $64,808+1.0% |
| Participation rate | 97.9% | 77.7%+20.2pp | 73.1%+24.8pp | 71.5%+26.5pp |
| Annual return | -12.23% | -7.13%-5.1pp | 16.90%-29.1pp | 32.82%-45.1pp |
| Employer contribution / active EE | $3,519 | $3,050+15.4% | $2,701+30.3% | $2,506+40.4% |
| Participant deferral / active EE | $5,171 | $3,725+38.8% | $3,817+35.5% | $4,310+20.0% |
| Admin fee / account holder | $178 | $106+68.7% | $3,224-94.5% | $188-5.1% |