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 3-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 |
|---|---|---|
TIAA2+ years Service code 13 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 10017 | Contract Administrator | $78,896 |
PENTEGRA SERVICES, INC.1 year Service code 14 · EIN 13-3745616 701 WESTCHESTER AVENUE · WHITE PLANS, NY 106043027 | Plan Administrator | $63,533 |
FIDUCIENT ADVISORS LLC1 year Filed as: FIDUCIENT ADVISORS, LLC Service code 27 · EIN 36-4001764 100 NORTHFIELD DRIVE · WINDSOR, CT 060954730 | Advisory (Plan) | $53,993 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTONLARSONALLEN, LLP Service code 10 · EIN 41-0746749 220 S. 6TH STREET · MINNEAPOLIS, MN 554021418 | Accounting | $31,610 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,038 | $83,884+2.6% | $64,056+34.3% | $74,419+15.6% |
| Participation rate | 93.6% | 76.6%+17.0pp | 72.3%+21.3pp | 70.7%+22.9pp |
| Annual return | 64.95% | 16.57%+48.4pp | 33.69%+31.3pp | 34.38%+30.6pp |
| Employer contribution / active EE | $2,752 | $3,084-10.8% | $2,747+0.2% | $2,637+4.3% |
| Participant deferral / active EE | $3,945 | $3,692+6.9% | $3,880+1.7% | $4,528-12.9% |
| Admin fee / account holder | $109 | $196-44.4% | $3,068-96.4% | $348-68.7% |