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 |
|---|---|---|
FID INV INST OPS CO10+ years Service code 50 · EIN 04-2647786 | Direct Payment | $39,805 |
TIAA7 years Service code 50 · EIN 13-1624203 | Direct Payment | $9,682 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $221,202 | $50,815+335.3% | $155,509+42.2% | $77,643+184.9% |
| Participation rate | 90.9% | 63.1%+27.8pp | 78.2%+12.7pp | 70.6%+20.3pp |
| Annual return | 14.14% | 34.80%-20.7pp | 64.67%-50.5pp | 31.24%-17.1pp |
| Employer contribution / active EE | $13,850 | $1,993+595.0% | $4,672+196.4% | $2,726+408.1% |
| Participant deferral / active EE | $0 | $2,822-100.0% | $5,626-100.0% | $4,647-100.0% |
| Admin fee / account holder | $42 | $437-90.4% | $15,912-99.7% | $430-90.2% |