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 |
|---|---|---|
TIAA6 years Service code 99 · EIN 13-1624203 | Other Fees | $73,312 |
FIDUCIENT ADVISORS LLC1 year Filed as: FIDUCIENT ADVISORS, LLC Service code 99 · EIN 36-4001764 | Other Fees | $15,000 |
COHNREZNICK LLP4 years Service code 99 · EIN 33-4144829 | Other Fees | $10,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,839 | $67,984+92.5% | $65,493+99.8% | $74,304+76.1% |
| Participation rate | 80.7% | 66.3%+14.4pp | 73.1%+7.6pp | 60.3%+20.4pp |
| Annual return | 21.24% | 19.87%+1.4pp | 982.45%-961.2pp | 29.43%-8.2pp |
| Employer contribution / active EE | $5,311 | $2,491+113.2% | $2,574+106.3% | $2,241+137.0% |
| Participant deferral / active EE | $5,674 | $3,346+69.6% | $3,961+43.3% | $3,767+50.6% |
| Admin fee / account holder | $251 | $1,373-81.7% | $5,028-95.0% | $2,969-91.6% |