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 |
|---|---|---|
TIAA7 years Service code 99 · EIN 13-1624203 | Other Fees | $18,914 |
FIDUCIENT ADVISORS LLC2 years Filed as: FIDUCIENT ADVISORS Service code 99 · EIN 36-4001764 | Other Fees | $16,548 |
CITRIN COOPERMAN5 years Filed as: CITRIN COOPERMAN & COMPANY LLP Service code 99 · EIN 22-2428965 | Other Fees | $13,912 |
Service code 99 · EIN 04-2530412 | Other Fees | $9,219 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,518 | $60,323+119.7% | $81,812+62.0% | $74,495+77.9% |
| Participation rate | 98.6% | 62.9%+35.7pp | 72.3%+26.3pp | 67.2%+31.4pp |
| Annual return | 12.64% | 16.90%-4.3pp | 773.79%-761.1pp | 1364.94%-1352.3pp |
| Employer contribution / active EE | $0 | $2,620-100.0% | $2,912-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $7,174 | $3,387+111.8% | $4,319+66.1% | $4,346+65.1% |
| Admin fee / account holder | $107 | $1,486-92.8% | $7,386-98.6% | $1,942-94.5% |