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 |
|---|---|---|
TIAA7 years Service code 13 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Contract Administrator | $293,373 |
FIDUCIENT ADVISORS LLC2 years Service code 27 · EIN 36-4001764 100 NORTHFIELD DRIVE · WINDSOR, CT 06095 | Advisory (Plan) | $49,195 |
CLIFTONLARSONALLEN LLP2 years Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 41-0746749 11710 BELTSVILLE DR. · BELTSVILLE, MD 207053102 | Accounting | $13,230 |
Filed as: FIDELITY INVESTMENTS Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $2,521 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,277 | $98,780+7.6% | $60,874+74.6% | $77,904+36.4% |
| Participation rate | 85.2% | 76.7%+8.5pp | 73.1%+12.1pp | 73.7%+11.5pp |
| Annual return | -12.31% | -11.56%-0.8pp | 16.90%-29.2pp | 12.21%-24.5pp |
| Employer contribution / active EE | $4,110 | $3,605+14.0% | $2,701+52.1% | $2,848+44.3% |
| Participant deferral / active EE | $5,036 | $4,200+19.9% | $3,817+32.0% | $4,806+4.8% |
| Admin fee / account holder | $162 | $89+83.2% | $3,224-95.0% | $133+22.4% |