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 |
|---|---|---|
TIAA10+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $102,720 |
FIDUCIENT ADVISORS LLC4 years Filed as: FIDUCIENT ADVISORS, LLC Service code 27 · EIN 36-4001764 | Advisory (Plan) | $75,154 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $43,270 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $213,238 | $91,762+132.4% | $67,502+215.9% | $77,643+174.6% |
| Participation rate | 68.0% | 75.9%-7.9pp | 72.9%-4.8pp | 70.6%-2.5pp |
| Annual return | 12.44% | 14.87%-2.4pp | 3512.12%-3499.7pp | 31.24%-18.8pp |
| Employer contribution / active EE | $6,269 | $3,181+97.1% | $2,731+129.6% | $2,726+130.0% |
| Participant deferral / active EE | $6,551 | $3,903+67.8% | $4,000+63.8% | $4,647+41.0% |
| Admin fee / account holder | $127 | $176-28.0% | $3,998-96.8% | $430-70.6% |