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 |
|---|---|---|
TIAA4 years Service code 13 · EIN 13-1624203 | Contract Administrator | $20,030 |
WOODBURY FINANCIAL SERVICES4 years Service code 27 · EIN 41-0944586 | Advisory (Plan) | $18,705 |
SMITH & HOWARD, PC1 year Filed as: SMITH BROTHERS FINANCIAL Service code 27 · EIN 06-1517948 | Advisory (Plan) | $5,781 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,074 | $84,487-15.9% | $125,339-43.3% | $66,914+6.2% |
| Participation rate | 90.4% | 76.4%+14.0pp | 82.4%+8.1pp | 69.8%+20.6pp |
| Annual return | -15.81% | -8.39%-7.4pp | 572.05%-587.9pp | 1.58%-17.4pp |
| Employer contribution / active EE | $5,671 | $3,553+59.6% | $4,814+17.8% | $2,544+122.9% |
| Participant deferral / active EE | $7,178 | $6,781+5.8% | $7,446-3.6% | $4,237+69.4% |
| Admin fee / account holder | $204 | $685-70.2% | $10,010-98.0% | $593-65.6% |