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 |
|---|---|---|
TIAA5 years Filed as: TIAA TEACHERS INSURANCE AND ANNUITY Service code 15 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping | $43,570 |
ASCENSUS LLC2 years Filed as: ASCENSUS HOLDINGS, INC Service code 15 · EIN 82-3719843 PO BOX 979 · BRAINERD, MN 564010979 | Recordkeeping | $21,072 |
PLANPILOT, LLC1 year Filed as: PLANPILOT Service code 15 · EIN 45-4168388 | Recordkeeping | $10,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,492 | $69,763+91.4% | $67,502+97.8% | $74,495+79.2% |
| Participation rate | 96.8% | 71.4%+25.4pp | 72.9%+23.9pp | 67.2%+29.6pp |
| Annual return | 13.11% | -40.34%+53.4pp | 3512.12%-3499.0pp | 1364.94%-1351.8pp |
| Employer contribution / active EE | $5,296 | $2,704+95.9% | $2,731+93.9% | $2,623+101.9% |
| Participant deferral / active EE | $8,263 | $3,636+127.3% | $4,000+106.6% | $4,346+90.1% |
| Admin fee / account holder | $182 | $896-79.7% | $3,998-95.5% | $1,942-90.6% |