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 |
|---|---|---|
TIAA4 years Service code 13 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Contract Administrator | $195,322 |
FIDUCIARY INVESTMENT ADVISORS5+ years Service code 27 · EIN 20-4751585 100 NORTHFIELD DRIVE · WINDSOR, CT 06095 | Advisory (Plan) | $52,402 |
BLUM SHAPIRO4 years Service code 10 · EIN 06-1009205 PO BOX 272000 · WEST HARTFORD, CT 061272000 | Accounting | $12,183 |
Filed as: FIDELITY INV. INT'L OPERATIONS CO. Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $2,846 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,739 | $204,517-43.4% | $69,455+66.6% | $77,787+48.8% |
| Participation rate | 70.5% | 74.6%-4.1pp | 74.6%-4.1pp | 73.2%-2.7pp |
| Annual return | 19.09% | 22.10%-3.0pp | 28.97%-9.9pp | 32.57%-13.5pp |
| Employer contribution / active EE | $3,675 | $3,548+3.6% | $2,779+32.2% | $2,504+46.7% |
| Participant deferral / active EE | $4,232 | $3,478+21.7% | $3,535+19.7% | $3,967+6.7% |
| Admin fee / account holder | $149 | $101+47.9% | $3,839-96.1% | $100+48.6% |