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 |
|---|---|---|
Filed as: FIDUCIARY INVESTMENT ADVISORS, LLC Service code 27 · EIN 20-4751585 | Advisory (Plan) | $193,822 |
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $173,713 |
Service code 37 · EIN 04-2647786 | Loan Processing | $21,346 |
NIXON PEABODY LLP4 years Service code 29 · EIN 16-0764720 | Legal | $10,494 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $177,535 | $105,581+68.2% | $70,449+152.0% | $90,288+96.6% |
| Participation rate | 41.7% | 77.5%-35.8pp | 75.1%-33.3pp | 73.4%-31.6pp |
| Annual return | 12.65% | 14.78%-2.1pp | 109.03%-96.4pp | 53.97%-41.3pp |
| Employer contribution / active EE | $6,814 | $3,304+106.2% | $2,737+149.0% | $2,524+169.9% |
| Participant deferral / active EE | $6,469 | $3,813+69.7% | $3,709+74.4% | $4,232+52.9% |
| Admin fee / account holder | $145 | $68+114.9% | $3,845-96.2% | $114+27.2% |