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 |
|---|---|---|
TIAA8 years Service code 15 · EIN 13-1624203 | Recordkeeping | $36,571 |
FUST CHARLES CHAMBERS LLP4 years Filed as: FUSTCHARLES LLP Service code 10 · EIN 16-1226221 | Accounting | $8,365 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $181,758 | $85,515+112.5% | $112,040+62.2% | $67,986+167.3% |
| Participation rate | 97.2% | 68.2%+28.9pp | 76.5%+20.7pp | 57.2%+39.9pp |
| Annual return | 17.30% | 29.68%-12.4pp | 24.52%-7.2pp | 31.67%-14.4pp |
| Employer contribution / active EE | $9,434 | $2,191+330.6% | $2,954+219.4% | $2,019+367.3% |
| Participant deferral / active EE | $11,461 | $4,014+185.5% | $5,098+124.8% | $3,358+241.3% |
| Admin fee / account holder | $97 | $3,774-97.4% | $12,098-99.2% | $3,203-97.0% |