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 | $64,705+102.2% | $62,929+107.9% | $67,986+92.5% |
| Participation rate | 80.7% | 65.6%+15.1pp | 73.1%+7.6pp | 57.2%+23.5pp |
| Annual return | 21.24% | 20.31%+0.9pp | 1063.93%-1042.7pp | 31.67%-10.4pp |
| Employer contribution / active EE | $5,311 | $2,376+123.6% | $2,505+112.1% | $2,019+163.1% |
| Participant deferral / active EE | $5,674 | $3,198+77.4% | $3,888+45.9% | $3,358+69.0% |
| Admin fee / account holder | $251 | $1,428-82.4% | $5,065-95.0% | $3,203-92.2% |