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 |
|---|---|---|
TIAA8 years Service code 13 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Contract Administrator | $331,330 |
FIDUCIENT ADVISORS LLC3 years Service code 27 · EIN 36-4001764 100 NORTHFIELD DRIVE · WINDSOR, CT 06095 | Advisory (Plan) | $51,420 |
CLIFTONLARSONALLEN LLP3 years Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 41-0746749 11710 BELTSVILLE DR. · BELTSVILLE, MD 207053102 | Accounting | $14,631 |
PASI, LLC8 years Service code 64 · EIN 26-1407927 | Recordkeeping Fees | $12,300 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,542 | $105,179+19.4% | $64,056+96.0% | $80,160+56.6% |
| Participation rate | 84.3% | 73.5%+10.8pp | 72.3%+12.0pp | 72.9%+11.4pp |
| Annual return | 15.88% | 20.34%-4.5pp | 33.69%-17.8pp | 40.38%-24.5pp |
| Employer contribution / active EE | $4,491 | $3,311+35.6% | $2,747+63.5% | $2,978+50.8% |
| Participant deferral / active EE | $4,888 | $4,020+21.6% | $3,880+26.0% | $5,017-2.6% |
| Admin fee / account holder | $190 | $113+68.1% | $3,068-93.8% | $145+31.4% |