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 |
|---|---|---|
Filed as: FIDUCIARY INVESTMENT ADVISORS LLC Service code 99 · EIN 20-4751585 | Other Fees | $15,048 |
CITRIN COOPERMAN2 years Filed as: CITRIN COOPERMAN & COMPANY LLP Service code 99 · EIN 22-2428965 | Other Fees | $11,500 |
TIAA4 years Service code 99 · EIN 13-1624203 | Other Fees | $6,390 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,041 | $63,745+124.4% | $98,442+45.3% | $79,386+80.2% |
| Participation rate | 96.4% | 69.9%+26.5pp | 73.3%+23.0pp | 70.7%+25.6pp |
| Annual return | 11.81% | 625.80%-614.0pp | 1492.73%-1480.9pp | 116.85%-105.0pp |
| Employer contribution / active EE | $0 | $2,557-100.0% | $2,960-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $7,766 | $3,303+135.1% | $4,276+81.6% | $4,046+92.0% |
| Admin fee / account holder | $69 | $516-86.6% | $5,949-98.8% | $626-89.0% |