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 | $87,870+106.8% | $113,168+60.6% | $74,304+144.6% |
| Participation rate | 97.2% | 70.7%+26.4pp | 76.6%+20.6pp | 60.3%+36.8pp |
| Annual return | 17.30% | 26.44%-9.1pp | 24.27%-7.0pp | 29.43%-12.1pp |
| Employer contribution / active EE | $9,434 | $2,277+314.3% | $2,975+217.1% | $2,241+321.0% |
| Participant deferral / active EE | $11,461 | $4,241+170.3% | $5,107+124.4% | $3,767+204.2% |
| Admin fee / account holder | $97 | $3,368-97.1% | $12,068-99.2% | $2,969-96.7% |