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 Service code 15 · EIN 13-1624203 | Recordkeeping | $5,089 |
Filed as: FIDELITY INVSTMTS INST OPS CO, INC. Service code 37 · EIN 04-2647786 | Loan Processing | $4,641 |
FID INV INST OPS CO5 years Service code 60 | Sub-TA Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,136 | $105,179+20.9% | $64,056+98.5% | $80,160+58.6% |
| Participation rate | 100.0% | 73.5%+26.5pp | 72.3%+27.7pp | 72.9%+27.1pp |
| Annual return | 18.61% | 20.34%-1.7pp | 33.69%-15.1pp | 40.38%-21.8pp |
| Employer contribution / active EE | $9,493 | $3,311+186.8% | $2,747+245.6% | $2,978+218.8% |
| Participant deferral / active EE | $0 | $4,020-100.0% | $3,880-100.0% | $5,017-100.0% |
| Admin fee / account holder | $3 | $113-97.7% | $3,068-99.9% | $145-98.2% |