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 Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 99 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Other Fees | $12,956 |
TYLER SIMMS & ST. SAUVER PC3 years Filed as: TYLER SIMMS & ST SAUVEUR CPAS PC Service code 10 · EIN 02-0476956 19 MORGAN DRIVE · LEBANON, NH 03766 | Accounting | $10,250 |
WELL AND GOOD LLC4 years Service code 27 · EIN 27-0984119 1710 ADAMS STREET · MADISON, WI 537112142 | Advisory (Plan) | $7,200 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,802 | $65,322+132.4% | $70,449+115.5% | $73,488+106.6% |
| Participation rate | 97.5% | 77.0%+20.5pp | 75.1%+22.4pp | 70.7%+26.8pp |
| Annual return | 14.50% | 15.71%-1.2pp | 109.03%-94.5pp | 28.51%-14.0pp |
| Employer contribution / active EE | $6,783 | $2,460+175.7% | $2,737+147.9% | $2,270+198.8% |
| Participant deferral / active EE | $6,554 | $3,375+94.2% | $3,709+76.7% | $3,740+75.3% |
| Admin fee / account holder | $93 | $214-56.6% | $3,845-97.6% | $513-81.9% |