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 |
|---|---|---|
TIAA6 years Filed as: TIAA TEACHERS INSURANCE AND ANNUITY Service code 15 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping | $56,235 |
ASCENSUS LLC3 years Filed as: ASCENSUS HOLDINGS, INC Service code 15 · EIN 82-3719843 PO BOX 979 · BRAINERD, MN 564010979 | Recordkeeping | $14,296 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,906 | $67,984+135.2% | $65,493+144.2% | $74,304+115.2% |
| Participation rate | 88.4% | 66.3%+22.1pp | 73.1%+15.3pp | 60.3%+28.1pp |
| Annual return | 16.03% | 19.87%-3.8pp | 982.45%-966.4pp | 29.43%-13.4pp |
| Employer contribution / active EE | $5,797 | $2,491+132.7% | $2,574+125.2% | $2,241+158.6% |
| Participant deferral / active EE | $8,795 | $3,346+162.8% | $3,961+122.0% | $3,767+133.5% |
| Admin fee / account holder | $259 | $1,373-81.1% | $5,028-94.8% | $2,969-91.3% |