See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
TIAA6 years Service code 13 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Contract Administrator | $305,612 |
FIDUCIENT ADVISORS LLC1 year Service code 27 · EIN 36-4001764 100 NORTHFIELD DRIVE · WINDSOR, CT 06095 | Advisory (Plan) | $48,120 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 41-0746749 11710 BELTSVILLE DR. · BELTSVILLE, MD 207053102 | Accounting | $12,125 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,755 | $120,057+8.9% | $75,696+72.7% | $93,030+40.6% |
| Participation rate | 83.1% | 77.3%+5.8pp | 74.8%+8.3pp | 73.9%+9.2pp |
| Annual return | 13.60% | 19.62%-6.0pp | 104.53%-90.9pp | 158.70%-145.1pp |
| Employer contribution / active EE | $4,001 | $3,253+23.0% | $2,743+45.9% | $2,706+47.9% |
| Participant deferral / active EE | $4,683 | $4,089+14.5% | $3,821+22.5% | $4,562+2.6% |
| Admin fee / account holder | $182 | $81+124.1% | $3,619-95.0% | $152+20.3% |