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 |
|---|---|---|
TIAA2 years Service code 37 · EIN 13-1624203 | Loan Processing | $10,078 |
FID INV INST OPS CO2 years Service code 60 | Sub-TA Fees | $0 |
Filed as: FIDELITY INVSTMTS INST OPS CO, INC. Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,664 | $105,581+30.4% | $70,449+95.4% | $90,288+52.5% |
| Participation rate | 93.8% | 77.5%+16.3pp | 75.1%+18.8pp | 73.4%+20.5pp |
| Annual return | 16.50% | 14.78%+1.7pp | 109.03%-92.5pp | 53.97%-37.5pp |
| Employer contribution / active EE | $6,329 | $3,304+91.6% | $2,737+131.3% | $2,524+150.7% |
| Participant deferral / active EE | $0 | $3,813-100.0% | $3,709-100.0% | $4,232-100.0% |
| Admin fee / account holder | $4 | $68-93.4% | $3,845-99.9% | $114-96.1% |