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 |
|---|---|---|
TIAA9+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $81,395 |
FIDUCIENT ADVISORS LLC3 years Filed as: FIDUCIENT ADVISORS, LLC Service code 27 · EIN 36-4001764 | Advisory (Plan) | $58,287 |
Service code 37 · EIN 04-2647786 | Loan Processing | $37,498 |
STOWE & DEGON, LLC9+ years Service code 10 · EIN 04-3379904 | Accounting | $16,200 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $199,567 | $83,884+137.9% | $64,056+211.6% | $74,419+168.2% |
| Participation rate | 81.4% | 76.6%+4.8pp | 72.3%+9.1pp | 70.7%+10.7pp |
| Annual return | 15.59% | 16.57%-1.0pp | 33.69%-18.1pp | 34.38%-18.8pp |
| Employer contribution / active EE | $7,256 | $3,084+135.3% | $2,747+164.2% | $2,637+175.1% |
| Participant deferral / active EE | $7,636 | $3,692+106.8% | $3,880+96.8% | $4,528+68.6% |
| Admin fee / account holder | $112 | $196-42.9% | $3,068-96.4% | $348-67.8% |