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 ADVISORS6+ years Filed as: FIDUCIARY INVESTMENT ADVISORS, LLC Service code 28 · EIN 20-4751585 | Investment Management | $66,774 |
TIAA6+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $47,387 |
STOWE & DEGON, LLC6+ years Service code 10 · EIN 04-3379904 | Accounting | $14,550 |
Service code 37 · EIN 04-2647786 | Loan Processing | $12,891 |
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 | $207,928 | $84,948+144.8% | $70,449+195.1% | $73,409+183.2% |
| Participation rate | 93.2% | 79.9%+13.2pp | 75.1%+18.1pp | 72.2%+21.0pp |
| Annual return | 13.35% | 13.39%0pp | 109.03%-95.7pp | 59.29%-45.9pp |
| Employer contribution / active EE | $6,047 | $2,834+113.4% | $2,737+121.0% | $2,234+170.7% |
| Participant deferral / active EE | $5,997 | $3,387+77.1% | $3,709+61.7% | $3,805+57.6% |
| Admin fee / account holder | $87 | $98-11.4% | $3,845-97.7% | $158-44.9% |