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 |
|---|---|---|
TIAA5 years Service code 13 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Contract Administrator | $226,260 |
FIDUCIARY INVESTMENT ADVISORS6+ years Service code 27 · EIN 20-4751585 100 NORTHFIELD DRIVE · WINDSOR, CT 06095 | Advisory (Plan) | $46,879 |
BLUM SHAPIRO5 years Service code 10 · EIN 06-1009205 PO BOX 272000 · WEST HARTFORD, CT 061272000 | Accounting | $11,820 |
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 | $124,281 | $105,581+17.7% | $70,449+76.4% | $90,288+37.6% |
| Participation rate | 75.3% | 77.5%-2.2pp | 75.1%+0.3pp | 73.4%+2.0pp |
| Annual return | 13.67% | 14.78%-1.1pp | 109.03%-95.4pp | 53.97%-40.3pp |
| Employer contribution / active EE | $4,043 | $3,304+22.4% | $2,737+47.7% | $2,524+60.2% |
| Participant deferral / active EE | $4,379 | $3,813+14.8% | $3,709+18.1% | $4,232+3.5% |
| Admin fee / account holder | $155 | $68+129.4% | $3,845-96.0% | $114+35.8% |