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 15 · EIN 13-1624203 | Recordkeeping | $220,387 |
Filed as: FIDUCIARY INVESTMENT ADVISORS, LLC Service code 27 · EIN 20-4751585 | Advisory (Plan) | $36,433 |
Service code 37 · EIN 04-2647786 | Loan Processing | $22,171 |
RBT CPAS, LLP2 years Service code 10 · EIN 14-1604297 | Accounting | $11,500 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,465 | $204,517-47.5% | $69,455+54.7% | $77,787+38.2% |
| Participation rate | 98.2% | 74.6%+23.5pp | 74.6%+23.5pp | 73.2%+24.9pp |
| Annual return | 16.89% | 22.10%-5.2pp | 28.97%-12.1pp | 32.57%-15.7pp |
| Employer contribution / active EE | $2,572 | $3,548-27.5% | $2,779-7.4% | $2,504+2.7% |
| Participant deferral / active EE | $2,299 | $3,478-33.9% | $3,535-35.0% | $3,967-42.0% |
| Admin fee / account holder | $72 | $101-28.8% | $3,839-98.1% | $100-28.4% |