See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
FIDUCIENT ADVISORS LLC2 years Filed as: FIDUCIENT ADVISORS Service code 31 · EIN 36-4001764 | Named fiduciary; Direct payment from ... | $46,170 |
COHN REZNICK LLP6 years Filed as: COHN REZNICK Service code 10 · EIN 22-1478089 | Accounting | $17,340 |
TIAA9+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $3,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $197,727 | $91,762+115.5% | $67,502+192.9% | $77,643+154.7% |
| Participation rate | 99.5% | 75.9%+23.6pp | 72.9%+26.7pp | 70.6%+29.0pp |
| Annual return | 14.90% | 14.87%0pp | 3512.12%-3497.2pp | 31.24%-16.3pp |
| Employer contribution / active EE | $6,315 | $3,181+98.5% | $2,731+131.3% | $2,726+131.7% |
| Participant deferral / active EE | $6,705 | $3,903+71.8% | $4,000+67.6% | $4,647+44.3% |
| Admin fee / account holder | $85 | $176-52.0% | $3,998-97.9% | $430-80.4% |