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 |
|---|---|---|
TIAA3 years Service code 27 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 10017 | Advisory (Plan) | $55,655 |
Filed as: FIDUCIARY INVESTMENT ADVISORS LLC Service code 27 · EIN 36-4001764 100 NORTHFIELD DR · WINDSOR, CT 06095 | Advisory (Plan) | $50,402 |
Filed as: CBIZ, INC Service code 10 · EIN 22-2769024 685 3RD AVE · NEW YORK, NY 10017 | Accounting | $7,000 |
VENABLE LLP8 years Service code 29 · EIN 52-0517250 750 E PRATT ST STE 900 · BALTIMORE, MD 21202 | Legal | $6,649 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $359,978 | $69,763+416.0% | $67,502+433.3% | $74,495+383.2% |
| Participation rate | 98.2% | 71.4%+26.8pp | 72.9%+25.3pp | 67.2%+31.0pp |
| Annual return | 11.05% | -40.34%+51.4pp | 3512.12%-3501.1pp | 1364.94%-1353.9pp |
| Employer contribution / active EE | $2,711 | $2,704+0.3% | $2,731-0.7% | $2,623+3.4% |
| Participant deferral / active EE | $10,932 | $3,636+200.7% | $4,000+173.3% | $4,346+151.6% |
| Admin fee / account holder | $261 | $896-70.8% | $3,998-93.5% | $1,942-86.5% |