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 |
|---|---|---|
FIDUCIARY INVESTMENT ADVISORS1+ years Filed as: FIDUCIARY INVESTMENT ADVISORS, LLC Service code 28 · EIN 20-4751585 | Investment Management | $58,383 |
STOWE & DEGON, LLC1+ years Service code 10 · EIN 04-3379904 | Accounting | $13,600 |
TIAA1+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $4,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $375 |
Filed as: FIDELITY INVESTMENT INSTITUTIONAL Service code 60 | Sub-TA Fees | $0 |
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 | $155,169 | $67,166+131.0% | $57,343+170.6% | $55,191+181.1% |
| Participation rate | 91.8% | 77.7%+14.1pp | 75.1%+16.7pp | 69.2%+22.6pp |
| Annual return | 2.48% | 4.22%-1.7pp | 24.39%-21.9pp | 10.78%-8.3pp |
| Employer contribution / active EE | $5,932 | $2,812+110.9% | $2,689+120.6% | $1,899+212.4% |
| Participant deferral / active EE | $5,896 | $2,835+108.0% | $3,162+86.4% | $3,046+93.5% |
| Admin fee / account holder | $49 | $44+12.5% | $3,356-98.5% | $91-46.0% |