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 |
|---|---|---|
AAFCPAS, INC.7 years Service code 10 · EIN 04-2571780 50 WASHINGTON ST · WESTBOROUGH, MA 015811013 | Accounting | $23,000 |
SAGEVIEW ADVISORY GROUP, LLC4 years Service code 27 · EIN 33-0818667 4000 MACARTHUR BLVD. STE 1050 · NEWPORT BEACH, CA 92660 | Advisory (Plan) | $18,200 |
TIAA8 years Service code 19 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Securities Custodian | $9,635 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,004 | $96,018+13.5% | $65,493+66.4% | $85,563+27.4% |
| Participation rate | 81.2% | 74.8%+6.4pp | 73.1%+8.1pp | 66.0%+15.2pp |
| Annual return | 14.06% | 14.51%-0.5pp | 982.45%-968.4pp | 31.51%-17.5pp |
| Employer contribution / active EE | $7,072 | $3,235+118.6% | $2,574+174.7% | $2,654+166.5% |
| Participant deferral / active EE | $0 | $4,055-100.0% | $3,961-100.0% | $4,375-100.0% |
| Admin fee / account holder | $73 | $271-73.0% | $5,028-98.5% | $834-91.3% |