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 |
|---|---|---|
TIAA9 years Service code 13 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Contract Administrator | $368,782 |
FIDUCIENT ADVISORS LLC1 year Filed as: FIDUCIENT ADVISORS, LLC Service code 27 · EIN 36-4001764 100 NORTHFIELD DRIVE · WINDSOR, CT 060954730 | Advisory (Plan) | $52,582 |
CLIFTONLARSONALLEN LLP4 years Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 41-0746749 11710 BELTSVILLE DR. · BELTSVILLE, MD 207053102 | Accounting | $17,275 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $136,685 | $113,293+20.6% | $67,502+102.5% | $199,593-31.5% |
| Participation rate | 26.2% | 73.3%-47.2pp | 72.9%-46.7pp | 72.0%-45.8pp |
| Annual return | 13.18% | 15.88%-2.7pp | 3512.12%-3498.9pp | 34.25%-21.1pp |
| Employer contribution / active EE | $1,570 | $3,401-53.8% | $2,731-42.5% | $3,034-48.3% |
| Participant deferral / active EE | $1,694 | $4,159-59.3% | $4,000-57.7% | $5,087-66.7% |
| Admin fee / account holder | $194 | $103+89.6% | $3,998-95.1% | $269-27.7% |