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 |
|---|---|---|
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $131,540 |
FIDUCIENT ADVISORS LLC1 year Filed as: FIDUCIENT ADVISORS, LLC Service code 27 · EIN 36-4001764 | Advisory (Plan) | $25,705 |
Filed as: FIDUCIARY INVESTMENT ADVISORS, LLC Service code 27 · EIN 36-4001764 | Advisory (Plan) | $12,668 |
RBT CPAS, LLP4 years Service code 10 · EIN 14-1604297 | Accounting | $7,000 |
NIXON PEABODY LLP5 years Service code 29 · EIN 16-0764720 | Legal | $5,709 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$3,825 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $219,318 | $120,057+82.7% | $75,696+189.7% | $93,030+135.8% |
| Participation rate | 60.3% | 77.3%-17.0pp | 74.8%-14.6pp | 73.9%-13.6pp |
| Annual return | 12.33% | 19.62%-7.3pp | 104.53%-92.2pp | 158.70%-146.4pp |
| Employer contribution / active EE | $4,602 | $3,253+41.5% | $2,743+67.8% | $2,706+70.1% |
| Participant deferral / active EE | $4,801 | $4,089+17.4% | $3,821+25.6% | $4,562+5.2% |
| Admin fee / account holder | $74 | $81-8.9% | $3,619-98.0% | $152-51.1% |