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 9-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 15 · EIN 13-1624203 | Recordkeeping | $76,829 |
FIDUCIENT ADVISORS LLC2 years Filed as: FIDUCIENT ADVISORS, LLC Service code 26 · EIN 36-4001764 | Advisory (Participants) | $48,991 |
EISNERAMPER LLP2 years Filed as: EISNER AMPER LLP Service code 10 · EIN 87-1363769 | Accounting | $14,700 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $242,558 | $91,762+164.3% | $67,502+259.3% | $77,643+212.4% |
| Participation rate | 99.7% | 75.9%+23.8pp | 72.9%+26.9pp | 70.6%+29.2pp |
| Annual return | 12.83% | 14.87%-2.0pp | 3512.12%-3499.3pp | 31.24%-18.4pp |
| Employer contribution / active EE | $12,235 | $3,181+284.6% | $2,731+348.0% | $2,726+348.8% |
| Participant deferral / active EE | $10,489 | $3,903+168.7% | $4,000+162.2% | $4,647+125.7% |
| Admin fee / account holder | $135 | $176-23.3% | $3,998-96.6% | $430-68.6% |