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: TEACHERS INSURANCE AND ANNUITY ASSO Service code 15 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping | $189,295 |
FIDUCIENT ADVISORS LLC5 years Filed as: FIDUCIENT ADVISORS Service code 19 · EIN 36-4001764 100 NORTHFIELD DRIVE · WINDSOR, CT 060954730 | Securities Custodian | $68,501 |
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 41-0746749 11710 BELTSVILLE DR STE 300 · BELTSVILLE, MD 207053102 | Accounting | $20,895 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $250,735 | $115,444+117.2% | $65,493+282.8% | $102,872+143.7% |
| Participation rate | 98.8% | 71.2%+27.6pp | 73.1%+25.7pp | 73.0%+25.7pp |
| Annual return | 14.69% | 15.94%-1.2pp | 982.45%-967.8pp | 19.06%-4.4pp |
| Employer contribution / active EE | $7,795 | $3,409+128.6% | $2,574+202.8% | $3,526+121.0% |
| Participant deferral / active EE | $8,566 | $4,118+108.0% | $3,961+116.3% | $5,535+54.8% |
| Admin fee / account holder | $126 | $123+2.1% | $5,028-97.5% | $292-57.0% |