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 |
|---|---|---|
TIAA3 years Filed as: TIAA - TEACHERS INS & ANNUITY ASSOC Service code 15 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping | $19,197 |
SYNTRINSIC, LLC1 year Service code 27 · EIN 92-2373066 3840 N YORK ST STE 100 · DENVER, CO 802053573 | Advisory (Plan) | $14,860 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,745 | $69,763-40.2% | $67,502-38.2% | $74,495-44.0% |
| Participation rate | 93.9% | 71.4%+22.5pp | 72.9%+21.0pp | 67.2%+26.7pp |
| Annual return | 11.39% | -40.34%+51.7pp | 3512.12%-3500.7pp | 1364.94%-1353.6pp |
| Employer contribution / active EE | $1,050 | $2,704-61.2% | $2,731-61.6% | $2,623-60.0% |
| Participant deferral / active EE | $3,323 | $3,636-8.6% | $4,000-16.9% | $4,346-23.5% |
| Admin fee / account holder | $88 | $896-90.1% | $3,998-97.8% | $1,942-95.5% |